Transaction Viewer                           

Open the Transaction Viewer by clicking Transactions from the TeleTracker Online toolbar.  Select a specific transaction to open the Transaction Viewer.

New Transactions:  Select the appropriate transaction line item so it is highlighted in blue.  Click the New icon in the upper left-hand corner of the viewer.

Open Transactions:  Select the appropriate transaction line item so it is highlighted in blue.  Click the Open icon in the upper left-hand corner of the viewer.  Once the Transaction has been modified, click the Save button (identified as a ‘disk’ picture symbol) in the upper left-hand corner of the open record.  For audit control purposes, TeleTracker Online limits the fields that can be edited once a record has been saved.

Print Transactions:  Select the appropriate transaction line item so it is highlighted in blue.  Click the Print icon in the upper left-hand corner of the viewer.  Based upon predefined printing Preferences, the transaction will be printed.  You may also Open the transaction and print from the specific transaction window.

Email Transactions:  Select the appropriate transaction line item so it is highlighted in blue.  Click the Email icon in the upper left-hand corner of the viewer.  This icon will be active only if the Email Account Information fields are populated within the User Master File.

Fax Transactions:  Look for this feature in a future TeleTracker Online upgrade!

Void Transactions:  Select the appropriate transaction line item so it is highlighted in blue.  Click the Void button in the middle of the viewer. Once a transaction within TeleTracker Online has been voided, it will appear in the viewer in red text.  An opened, voided record will contain a red “VOID” message across the screen.

Refresh Transactions:  Click the Refresh icon to update the Transaction Viewer with the most recent transactions.

Search Transactions:  Click the Search icon to search for a specific transaction.  Your search can focus on any of the columns within the Transaction Viewer.  The column you are searching is identified by a triangle located on the right side of the column header.  In the picture above, the triangle is circled in red.  You can see that the Trx Number column is the focus of the Search function.  If you wish to search the Last Name column, click the Last Name column header.  The triangle will then populate in the Last Name column header, identifying the focus of the search.

The triangle also identifies the sort order of the Transaction Viewer.  When looking at the picture above, clicking the Trx Number column header will cause the triangle to point down, sorting the transaction in a descending order.  This functionality applies to all columns.

Help:  Click the Help icon to load the TeleTracker Online Help program.

Hide None: TeleTracker Online automatically defaults this filtering option to the Transactions tables.  However, you may change the filter as desired by using the arrow drop-down box to the right of the field.

Hide Voided: When this option is selected, the viewer will automatically filter out any voided records.  You may choose this filter by using the arrow drop-down box to the right of the field.

Hide Unvoided: When this option is selected, the viewer will automatically filter out all records except those that have been voided.  You may choose this filter by using the arrow drop-down box to the right of the field.

The record count can be found in the upper right hand corner, and defines the number of records TeleTracker Online will retrieve each time a viewer is opened.  Use the Page Up and Page Down keys on your keyboard to scroll through your set of transactions.

At the bottom of each viewer, you will find further information, including: Total Records, Downloaded, and Selected.

You will find detailed information at the bottom of each transaction within TeleTracker Online. These details include the name of the user who created the transaction and when it was created, whether or not a transaction has been modified, the name of the user who modified the transaction, and when the transaction was modified.