CCD has been designed to mimic website navigation. Using the menu bar on the main menu screen (see below) you are able to access the modules within the system. As you enter different modules the menu bar will change to reflect the options available for that module:
Depending on the licences you hold, the modules available may be different.
As you move through the system you will notice the name of the current module (e.g. Clients, Fact find, Admin., Compliance, Contacts, Setup, Updates and Help), being displayed in the top of your screen along with the name of the client you are working on (if you are in a client specific module).
At the bottom of the screen are the options to change the screen view. You can use these to change:
- The screen size (the default is 100%)
- Open up the margin
- Swap between Browse and Find mode
Your journey through the system is recorded via a History Bar/Breadcrumb trail and will display on the top left of your screen:
The above breadcrumb trail shows that the journey started in Clients, then moved to Holdings, then to the Details page.
To retrace your steps, click back through the breadcrumb trail either one step at a time or directly to the point you want to return to. This works similar to the back button on internet sites.
Clicking on Quit from the menu bar within a module will take you back to the main menu allowing you to access a different module to work in.
In the main menu quit is replaced with Exit. Exit is used to log out of CCD. Logging out here will ensure all modules and files are closed correctly.
In many screens there are multiple tabs where data can be input. It is important that each tab is viewed to ensure all required information is added to the database:
To move from field to field, either use your mouse to click into the field and use the keyboard to add information or use the tab key to take you to the next field.
It is possible to scroll from one client to another using the mouse roller, but be careful to always check you are on the correct client record before adding or amending data, and that you have not accidentally “rolled” to another client.
The mouse roller functionality is linked to the ‘rolodex’ function. You will see the rolodex in the very top left hand side of the screen when you are viewing the Status Bar.
The ‘rolodex’ shows the number of records in your ‘found set’. In the following example there are 33 records on the database and eight records in the current ‘found set’. It is possible to use the mouse roller to move through these records or alternatively you can move from record to record by turning the pages of the ‘rolodex’.