BackOffice is based on standard Internet technology, you will find many aspects of the system interface familiar. However, you should note a few general guidelines that will help you use your database more effectively.
Anything you enter must be saved before you leave the data entry page or close your browser window. Always click the Add button or the Save Changes button before moving on to another task. If this is not done, the changes will be lost.
We strongly encourage you to use the controls built into the database instead of your web browser’s navigation tools. Using the browser’s back button, for example, could lead to the viewing and possibly re-submission of outdated information.
Anything you enter must be saved before you leave the data entry page or close your browser window. Always click the Add button or the Save Changes button before moving on to another task. If this is not done, the changes will be lost.
We strongly encourage you to use the controls built into the database instead of your web browser’s navigation tools. Using the browser’s back button, for example, could lead to the viewing and possibly re-submission of outdated information.
To make your data entry easier, we’ve built in keyboard shortcuts. All key commands are enacted by pressing Alt Key and a third ”hot” key. Throughout the system, wherever you see the ”D” with a letter or number, you can quickly jump to that item by pressing Alt Key and that letter or number. The following is an overview of where you will find these shortcuts and how they integrate into the system.
Throughout the System:
Use these key combinations to automatically bring you to the following locations. These key commands will be effective no matter what page you are currently on.
Alt Key I Individual Add/Search
Alt Key O Organization Add/Search
Alt Key R Custom Reports
Alt Key S Standard Reports
Alt Key 4 Deposits
Alt Key Q Log Out
Individual/Organization Search Results
Alt Key 1 through 9 Use one of the first nine records listed in search results
Alt Key A Add a new contact
Alt Key E Quick Add a new contact with Expenditure
Alt Key C Quick Add a new contact with Contribution
Individual/Organization Record:
Alt Key A Address fields
Alt Key P Phone number fields
Alt Key L E-mail address fields
Alt Key F View a transaction listing for the Individual/Organization
Alt Key C Add new Financial transaction: Contribution
Alt Key E Add new Financial transaction