Working With Transactions               

From left to right, the following options are available for each transaction within TeleTracker Online:  Save, Undo, Print, Notes, Help, and *Fax. 

New Transactions:  Select the appropriate transaction line item so it is highlighted in blue.  Click the Add icon (identified as a ‘paper’ picture symbol) 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 (identified as a 'folder' picture with an arrow) 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 (identified as a 'printer' picture) 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 (identified as an 'envelope' picture) 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 (identified as an ‘X’) 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.

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.

These features provide superior data management.

*Please note: The Fax features is still in development and not yet available.