====== Terminology & Syntax ====== This manual uses some conventions that might be unfamiliar. Burger Menu (or 3 bar menu) - This is typically an options menu in the top-right of the Browser application. ===== Key combinations ===== Some functions are accessed using keyboard combinations, these will typically be described as "special key" & "key", where the special key is usually Ctrl, Alt, Windows Start or Mac Action button and the key is a normal key. See [[holray:tips|tips & tricks]] for some of these. ===== Navigation ===== When describing where a function is under the menu system you will see the form Menu->Optional Sub Menu->Menu item. Each menu layer is separated by "->", so to get to the Sales Report you would see "Reporting->Accounts->Sales Report" ===== Field types ===== ==== Text boxes ==== This is the standard input form, such as Location and Contact Name from the location screen below:- {{:holray:general:general_-_text_box.png?nolink|}} You will sometimes see these as READ ONLY fields, e.g. Totals on the booking page. As the name suggests you cannot edit these and a No Entry symbol will show on hover. Some text boxes will be defined as a specific type and behave accordingly. E.g. Date field, these are being rolled out to replace the original "holray" style dates. Clicking on a date field will open a calendar,as below:- {{:holray:general:general_-_text_box_-_date.png?nolink|}} Some will only accept a valid email address, other only numeric values as appropriate. But all are simple input boxes. ==== Text Area ==== These are less common than text boxes but can be dragged to accommodate larger amounts of data. This example below from the Location page has a drag handle in the lower right corner, which when clicked and held, can be used to resize the box. {{:holray:general:general_-_text_area.png?nolink|}} ==== Checkboxes ==== Check boxes are used to toggle on and off, each check box is independent of the others. They are used freqeuntly where a value is either set or not set, such as on the location page to set whether the location is available to book online. {{:holray:general:general_-_checkbox_-_single.png?nolink|}} You will also see them used ina group where it makes sense to do so, such as the basic profile setting on the units page, as below:- {{:holray:general:general_-_checkbox_-_multi.png?nolink|}} ==== Radio buttons ==== For those of a certain age, these work as the old push-button car radios. When you press one, the others in teh group are unset. They effectively operate as an either/or not both option. The most prevalent use of these in the customer merge function where they are used to set which record a field value should be loaded from. It can only ever be one, never both. {{:holray:general:general_-_checkbox_-_radio.png?nolink|}} ==== Select boxes ==== These offer a choice of values from a list. They are either a single drop-down list,as below:- Where only a single value can be chosed, or a Multi-line list where multiple values can be selected, as below:- {{:holray:general:general_-_select-_single.png?nolink|}} In multi-boxes, left clicking will select one value and unset all others (rather like the radio button). Ctrl + Left Click will allow you to select/Unselect multiple individual values. Shit + Left Click will allow you to select a top value, bottom value and automatically all values in-between. {{:holray:general:general_-_checkbox_-_multi.png?nolink|}} ==== Combo boxes ==== These are a comparatively new feature in HTML forms and are effectively a combination of a text box or a select box. You can type in a value or click the box to see a drop-down list. We use these on the booking page to allow you to jump to a booking or click to show the 10 most recent bookings. {{:holray:general:general_-_combo.png?nolink|}}