2.4 The Tradepoint Interface
When you are
using Tradepoint you will notice that there is a consistent
theme, common icons and central interface design shared by all windows. Below is
a guide to some of the common elements that you will find throughout Tradepoint.
Icon - Throughout Tradepoint you will find this icon and it will allow you to
start a new entry within the specific section you are working in.
Icon - This icon will allow you to copy an entry or information within
an existing field. This icon can be found throughout Tradepoint and within the Copy/Move Wizard.
Icon - This icon allows you to edit an existing field or entry of a
given section within Tradepoint.
Icon - Allows you to delete a given item or field.
Icon - This icon allows a search either within a given section or of
Tradepoint as a whole for a specific piece of
Drop Down Lists -
In a number of locations you will
find drop down list fields that have a blue plus-sign button beside them,
for example the Category and Status field on the Contact windows. This
indicates that the items in the list are controlled from the Options window and
can be edited with the Configuration Tool if your user access settings allow.
Clicking this button will open the Configuration Tool and
automatically take you to the right location so that you can add or edit the
items that appear in the specific list. When you close the Options window the
list will be updated with the changes you have made.
Drop Down Search
Another type of drop down list that you
will find is the Search Drop Down. When a drop down field is linked to the list
of contacts, products or employees displaying the entire list would not be
practical so you will be presented with a search field. Simply type in the first
few characters to narrow down you search and hit Enter or click the Search icon.
The Search icon will be the magnifying glass on the right hand sise of the
Search field. A list of the 10 closest matching items will be
To save time and space, Tradepoint uses a new form of window layout (Appendix
The blue (information title section)
at the top of this section of the screen details the order that
the white/gray (content creation section) is ordered in. Here
is an example of a "Side By Side" orientation (Appendix B):
Each Title on the left of the screen
corresponds with a check bock on the right.
This new unique approach allows
Tradepoint to display a large volume of information without
taking up vast amounts of space on the screen. This also makes it easier
for multiple rows of data entry at one time. When entering a new item in a
list (Appendix A) Tradepoint will automatically create a new row for
you. you can then tab across or click on the new row to start entering new
information onto the next row without ever being required to click an "add
You will not find a Save button on the
major windows in Tradepoint. Changes are saved automatically when you switch
tabs, changes records, or close the window.