General

The General Sub Tab contains the basic settings (General Preferences) you have. You’ve got several fields to enter information, as well as two boxes to select what tabs you want to view.

• Number of Records to Display in Table:  This field has to do with the number of records you want to be displayed in tables (like the list of records from a tab, and the History View pane). This field defaults to 10, but you can change it to any number you want. Keep in mind that the bigger the number you enter here the slower your system will function because it will have to fetch more and more from the database at one time.
• Time Zone:  This is a drop-down with 4 options
  • Eastern Time (GMT-05:00)
  • Central Time (GMT-06:00)
  • Mountain Time (GMT-07:00)
  • Pacific Time (GMT-08:00)
• Date Format:  This will set how you want your dates to be formatted.  The MM/DD/YYYY is the default format in Ivinex.
• Phone Format:  Use # symbols to format phone numbers.
  • Example: (###)-###-#### Output: (555)-555-5555
  • Example 2: ###-###-#### Output: 555-555-5555.
• Default Module:  This is the default module that you can select. Whatever tab you pick is the one that will be displayed when you first login.
• Alert Popup Location:  This option has to do with how alert popups are displayed to you. If you select “Main Browser Window” Alerts will be displayed as a red box within your browser window. If you select “New Browser Window” the alert will pop up in a new browser window.
• Combine Search Criteria:  This setting will allow you to combine the functionality of the search tool (in the record list window), the current filter, and the quick search areas.
  • Yes:  When using the search tool, and/or the quick search fields, remember the current filter, and only search within the current filtered record set.
  • No:  When using the search tool, and/or the quick search fields, always search ALL records in the current module (the current filter will not be honored).
• Quick Search Type:  This controls the behavior of the quick searches listed above records in Table View. The default is “Value Contains the Search Text.” If you choose “Value Starts With the Search Text,” your quick search will only return results that start with your search value (For example, if you search “new,” it will return “new-port” but not “brand-new”).
• Color Theme:  This drop-down allows you to select which theme you would like your site to contain.  This can also be done in the Themes tab, which we will discuss later.

The two fields are boxes labeled “Available Tabs” and “Displayed Tabs”. The first box contains all the tabs that you aren’t displaying at the moment, and the second box contains the tabs you are currently displaying. If the “Displayed Tabs” box is empty, then all the tabs available to you will be displayed.

To move tabs from the Available Tabs box to the Displayed Tabs box, simply click them and then click the right arrow (“>”) button. You can select multiple items by using Ctrl + Click and then ones you have all the ones picked that you want click the “>” button like you normally would. Also, you can double click tabs to move them one at a time.

Once you have the tabs that you want in the Displayed Tabs box you can move them up or down by selecting an item and click the “up” or “down” buttons to the right of the box. You can also moves tabs out of the Displayed Tabs box the same way you moved them in, by selecting them and clicking the “<” button. You can also move one tab at a time by double clicking it.