RFMS Button and Menu Conventions

	Exit the current screen. Can also use the Escape key on the keyboard.
	Access the help file.  Can also use the F1 Key on the keyboard.
	Activates or selects the highlighted record.
	Add a new record. Can also use the Insert key on the keyboard.
	Make changes to a record.
	Delete a record.
	Add or View Notes on a record.
	View all notes and Client Management Remarks related to a record.
	Find a record using specific fields. Changes to blue when a find is in process.
	Resets a filter to the default settings.
	Refresh the browse without resetting the filters
	Saves the current information and exits the screen.
	Exits the screen without saving the newly entered information.
	Exact match required in a search.
	Partial match only required in a search.
or Ctrl-S	Text search Reminder: this searches the browse list from the highlighted record down only. When beginning a search it is best to begin at the top of list.
	Print a document or go to a report menu.
	Allows adding, changing or deleting graphic and non-graphic files.
	Tag Untag Tagall or Un-tagall record(s). Selects records
	View details of a record.
	Send an email or RFMS mail message regarding the highlighted record.
	View the history of a record.
or	View the pdf history of reports for the highlighted record.
or	Click to view the tracking record created for every record insert made into Orders, Quotes and Bid Pro Estimates. If gray, no records are present.
or	Brings up the Commerical Project Management Remote Actions screen and allows adding a CPM action or relate a CPM record to this record. Yellow indicates that CPM information is associated with the highlighted record
	With all date fields in RFMS, hit the D key to fill in today’s date, type in a date, use the up and down arrows to move the date one day at a time or click F8 to bring up the calendar and then choose the date. Hit the B key to enter 01/01/80 in a date field. Hit the E key to enter 12/31/79. These date represent unlimited beginning and ending dates.
	The bottom part of the Window screen lists all windows open in the current module. The one currently being viewed is checked.  To view a different window, click it with the mouse.
+	Access to customizing the tool bar
	Disabled Field. If set in >Utilities>System Options>System Wide>General >(Set Up Global Interface System Options or Override Global Interface System Options)
	Required Field. If set in >Utilities>System Options>System Wide>General >(Set Up Global Interface System Options or Override Global Interface System Options)
Edit Menu	The Edit Menu can be used as a shortcut to the toolbar options. >Edit>