The 360° Homescreen
After logging into 360°, the application will launch with a directory of forms and menus. No data or screens of information will display until a form is opened.
Click on the area of the homepage to link to more details.
The Main menu options include:
File- contains options Print, Print Preview, and Exit
Tools- includes configuration screens and utilities such as Codes Setup, Options Setup, System Setup, Application Log, Security Setup, Manage Wizard, Meta Data Setup, Import from Facts, and Import Pictures.
Window- select the Save Environment option.
Utilities- contains tools: Reset Options, Reset Field Descriptions, Query Builder, Style Builder, and Query Builder Admin.
Help- access the Online Manual, connect to Technical Support, or select About for your system version.
System
Toolbar - contains the shortcut
to the Query Builder, the quick
search toolbar, displays the current account, and account
navigation arrows.
The
Forms Panel - select the forms, or screens, to open.
The Tasks Panel - use a task shortcut to launch a wizard.
The Directories Panel - access account history, or create a directory of accounts.
Forms Display - forms, screens, and tasks that are launched will display in this area.
Status Bar - system messages including data warnings, task confirmations, or error messages will display in the status bar.