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Operators
The operators are located wherever you see the table search (= grid), which, if used correctly, will be a great help in your search:
Operator | Symbol | Effect | Note | Example |
---|---|---|---|---|
uneven | Your entry will be excluded from the searched data. | Excludes exactly the item you specify. | We are looking for all invoices created in 2016 that have an amount over 500€ and the article 'Greenfee WE 18-Hole' does not appear: | |
less or equal | Refers to the'Date' field. | Anything less than or equal to your entry will be displayed in the data you are looking for. | For example, you are looking for all invoices in 2014 that have a smaller total discount of 50€: | |
smaller | Refers to the'Date' field. | Anything smaller than your input will be displayed in the data you are looking for. | For example, you are looking for all invoices in 2014 that have a smaller total discount of 50€: | |
is not defined | In this field there is no input possibility, since you would like to have indicated whether this field is "empty". | The selected column is filtered by empty fields See column Example → | All ladies with an ÖGV-ID and without an existing e-mail address: | |
is defined | There is no input option in this field, since you want to see whether this field is "filled". | The selected column is filtered by filled fields See column Example → | ||
greater or equal | Refers to the'Date' field. | Anything greater than or equal to your entry will be displayed in the data you are looking for. | All members who have received an invoice on 21.10.2016, or later: | |
greater | Refers to the'Date' field. | Anything larger than your input will be displayed in the data you are looking for. | We search for all invoices created in 2016, an amount greater than 500€ and the article'Greenfee WE 18-Hole' does not appear: | |
equal | The result corresponds exactly to your entry. | Here we pay close attention to the spelling! Helps you to search exactly for the desired search and to filter out undesired information. | Search all articles named 'Test Article 1': | |
does not contain | As soon as a part of your input is included in the data you are looking for, it is now excluded. | If you are looking for a certain "group" of persons / invoices / articles for which something should be excluded, this operator is a great help! | Display all invoice items that have been cleared since 01.01.2016 and do not contain articles with "ÖGV": | |
contains | Your entry can be part of the actual value you are looking for. | This is only recommended if you do not need to make any further specifications. Can also be any part of the item/customer/invoice. | The search for'Max Mustermann' :'Muster','Max','mann' would suffice e.g. for the desired result: | |
ends with | Your entry refers to the last value. | Is the opposite of the search 'begins with'. This time the search refers to the last value included. | To find the article'Annual game fee youth over 14' with this operator, you must enter letters from the last word/number: e.g. 1, 4 or 14 | |
begins with | Your entry refers to the first word in your search. | Helpful when searching in which several values are included and only the beginning is known to you. | To find the article'Annual game fee youth over 14' with this operator, you must enter letters from the 1st word: e.g. year, annual game, annual game fee etc.. |
Tip | ||
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In addition to the operators, you also have the option of filtering between'All my entries must apply' or'At least one of them must apply'. For example, you only want to filter invoices created on 1.10.2016 or 8.10.2016. You could not control this with the operators (if you want it saved/displayed in 1 filter). This can be changed to'at least one'. Although both criteria are different, this function will eject both: |
New facility
If you see a table, it is highly likely that there will also be onein the lower area (left).
This is intended for creating or adding to that area.
(Create article, unit, stock information, public holidays, etc...)
Usually all those functions are left-justified in the table view that can be used on the respective data set.
Icon: editing
Icon: Print preview (incl. possibility to overwrite or change the template)
Icon: Mark invoice as paid (note: no payment (information) deposited, it is only marked as paid)
Icon: erasure
Buttons - Meanings of colors
As far as possible, we apply a uniform, intuitive colour scheme:
Green → something new is created/added/defined or has been entered (no change necessary).
Example:
Orange → something is changed/assigned/overridden or an entry is still necessary.
Example:
Red → something is removed/deleted/ended.
Example:
Change font size
You can easily achieve this with the following standard abbreviations of the browser or operating system:
Ctrl + '+' or Ctrl + '-' (Cmd + '+' Cmd + '-' on Mac OS X)
Copy/Paste Information
If you need data from an area for which no explicit export function or report is available, you can easily do this with the following standard commands:
Ctrl +'A' or Ctrl +'C' (Cmd +'A' Cmd +'C' on Mac OS X)
Other functions in modal windows
You can delete data with'X'. The square display next door is a calendar. Here you can either make a selection via the calendar or make your own direct entry, e.g. 01.10.2015.
If a data record exists in the system, it is proposed if entered correctly. Font is displayed in green (warning) if the input was accepted (e.g. displayed in'Grey' if you clicked too quickly and the input was not accepted).
X = Delete
Add a selection that does not exist. (e.g. you want to add articles that do not yet exist).
Such fields are already selected and only need to be selected:
Here you can select a customer. If, for example, similar names do not show which customer you must choose, you can click on the magnifying glass with + to access the customer database.
The same logic is used wherever it makes sense, for example in article management.
Filtering function
Called up with the symbol:
After the selection has been made, you can save it with the button with the name.
After these settings you can use this filter again and again.
At the moment there are already general points in the filter function like e.g:
Additionally, there is the item'Special criterion', which covers frequently requested queries, e.g. the birthday list:
Long-running processes
In the GolfSuite there are several interfaces where processes take longer and are intercepted, e.g. exporting customer data or invoices.
If several customers are exported, you can still continue working in parallel.
Let's take as an example the process of uploading a tournament.
After you have entered all the results and checked whether the tournament has been completed, go to'Publish Tournament' as usual.
Here you can see the following view:
- At the top you have displayed the status display and the progress as a bar.
- Further explanation of the tournament specific points can be found in the document Tournament Design: Tournaments - Competitions#Completion of tournaments
Here you can skip to any other point and the process still continues.
There is also an overview page where you can follow everything.
Next to the symbol(top left) is a symbol.
This begins to rotate when a process is running. It also shows the number of processes running at the same time:
In addition, the exported documents are downloaded here. To do this, click on the icon.