System-wide Icons
Use standard icons in Vision for common tasks such as searching for records or selecting dates.
| Icon | Description |
|---|---|
Drop-down List
|
Drop-down lists are available for fields that contain a
Drop-down Arrow beside the field. Click
to display the drop-down list, which offers valid option settings for completing a data entry field.
|
Search
|
The
Search icon indicates that you have access to a lookup dialog box for the field. A lookup makes it possible for you to search for opportunities, employees,
clients, and so on, based on criteria that you enter. Click
to open the lookup.
|
Calendar
|
The
Calendar icon displays in fields that require you to enter a date. Click
to display a graphical calendar that you can use to select the date.
|
Add-on-the-Fly
|
The
Add-on-the-Fly icon displays in certain relational entry fields in the Info Center. Click
to open a blank Info Center record and create a new record while you keep the original record open. The new record is added to your database and to the relational entry field in the original record.
|
Ellipsis
|
The
Ellipsis icon indicates that additional data is available for the data entry field. Click
to view or enter the additional data.
|
Notes
|
Click
to open the Text Editor. The Text Editor makes it easy to enter large amounts of text in a
Notes,
Memo, or
Comments field. You can also use the Text Editor to add formatting to the text.
|
Phone Format
|
The
Phone Format icon displays in fields that require you to enter a phone number. Click
to open the Phone Format dialog box and set the appropriate phone number format for your country.
|
