All data windows* in this application are organized in the same way, providing consistency throughout the system.

Overview
Just as a business has different departments (sales, accounting, shipping, etc.) this application is divided into logical sections also called Departments.  Within each Department, there may be multiple tabbed pages, which subdivide the department into logical groupings. 

A record is a single set of data that relates to a page.  For example, entering a new Company in the CRM creates one new record.

If the record has related (child) records, they'll be displayed at the bottom of the page in one or more tabbed datagrids.  The main record displayed in the Form at the top of the page is then referred to as the "parent" record.

For example, in the CRM Department, each Company record may have one or more related Contacts and Contact Notes.

Departments

All departments can be opened by selecting the Department name from the Department Navigator on the upper right corner of the application.  The Department's page will open and the name will be displayed next to the Department Navigator.  You will also see the page displayed in your Windows task bar at the bottom of your desktop.  You can switch between Departments (or windows) by clicking on the taskbar item.

Tabs

Some Departments will have multiple tabs, dividing the Department into sections that each provide a single work area for a particular task.

The Navigator

On the left side of each tab page is the Navigator, which is a list of all of the records for that page.  This list is in alphabetical order and displays a combination of field values that make each record unique.  Clicking on an item in the Navigator displays the record in the Form at the top of the page in a variety of field types.  If there are a lot of fields, some of them will be displayed on a tab control, grouped logically by function.

Please see the help topic called The Navigator for details on using the Navigator to search for specific records.

Forms

The Form at the top of each page displays all of the data from the selected record. 

Please see the help topic called Forms & Fields for more information on using fields for filtering data and how each field provide specific features for adding and editing information.

DataGrids

Related (child) records are displayed on the bottom of the page in a tabbed DataGrid, which displays all related data in a spreadsheet-like grid.  You can simply double-click on a row to display the details of the record in a popup form for viewing or editing.

*With the exception of the Appointment Calendar, which uses a visual calendar interface to display and work with appointments.