Basics of Using Aptimyz
      Back to home
      1. Help Center
      2. Setting up and logging in
      3. Basics of Using Aptimyz

      Basics of Using Aptimyz

      Basics of using the Aptimyz dashboard

      • Aptimyz contains a number of standard functions and views.
      • This article is designed to help you understand these features all over the system.
      Menu Bar
      Display page
      Data Fields
      Status Box
      Search
      Column Titles - extra functionality 

       

       

      Menu bar

      1. Hover over the left hand bar and the options will appear

        Screenshot 2023-05-09 at 12.56.19-1

         

      2. Move to the section you want and the individual selections will be highlighted

         

        Menu3_c4c53c0b7a-1

      3. Click on the selected sub-section

      Display page

       

       

      Basics_Disp1_e7abe7cc99-1

      • The picture above shows the standard look and feel of an Aptimyz Display table page
      • Using the functions listed below, this view can be manipulated to just show information required, in a different format.

      Data Fields

       

      Data1_29414f10b0-1

      • The Data Fields selection box gives the user the option to change the view of the display table they are viewing.
      • Extra fields can be displayed by turning the display button on or off

      Status Box

       

      Basics_Status_59d08a4593-1

      • On certain displays, a Status box may be shown
      • The information shown in the default table can be organised and reduced by selecting a single status, e.g. on the layaway screen, by deselecting Paid and Cancelled, the user can see a list of just the Pending layaways.
         
      Status_1fba3c6385-1

      Search

       

      Basics_Search_6a74eb07e4-1

      • Start typing your search term and the system will begin to reduce the results on the page
        Search1_153a8b9e74-1
      • The reduced table will be displayed
        Search_Results_6b80cf8d9a-1

      Column Titles functions

      • Not all fields are included in the search function above.
      • Using the functionality of the Titles Bar at the top of the display table will give the user more flexibility.

      1  Reorder the column

      a) To rearrange the order of the table, click on the column name

      b) Click once to put them into alphabetical order

      c) Click twice to put the column into reverse alphabetical order

      Click4_ebdac1120a-1

      2. Moving columns

      a) Click and hold the column name with your mouse.

      b) Move your mouse across the page and the column will move with it.

      c) Release the mouse and the column will stay in that position until the page view is changed, either by exiting the page or by adding or removing columns

      Click_drag_and_drop_3d468da986-1

      3. Single column features

      • By clicking the 3 bars, to the far right of a single column heading, further functions become available
        Column1_216d85169a-1
      • Pin column - you can set the column you are on to be Far left or far right of the existing tabPin_220eba307a-1le.
      • Sort/Show - this feature can sort the table and only show entries that match the word typed in.
        Attributes_75f6a05519-1
      • Column changes
          • i. This feature can be used to change the columns in your table without having to reset the whole table by returning to the Data Fields box at the top of the page.
          • ii. Select the table icon. A list of all of the available columns will be shown
            Col_Search1_ed76747c3c-1
          • iii. Either manually search for the columns you wish to select/deselect or type the name into the search box.
            Col_Search2_798dd3f0b3-1
          • iv. The column can then be selected or deselected by moving the button to the on or off position.
            Col_Search3_e2ff1d85ce-1
      The above features can be used on many columns simultaneously.

      Reports

      • • Much of the above functionality is used in the Report Writer.
      • • Please read Reports - Overview for more information on Reports.

      This is the end of the article