System-wide Features
Certain navigation, data entry, and searching features are used consistently throughout Vision so that you can move seamlessly from one area of Vision to another.
Related Topics
- Records
A record is a collection of data pertaining to an individual entity such as a project, employee, or client. You enter information about the record on forms and dialog boxes. For example, each project record contains data that you specify on the tabs of the Project Info Center form. - Required Fields
Most forms, tabs, dialog boxes, and grids contain required fields. You must enter data in required fields in order to proceed. - Relational Fields
You can link information from one area of the database to another, creating relationships between various data elements. - Activity Reminders
The Activity Reminders feature alerts you to any upcoming activity, such as a meeting or conference call in which you are a participant. You can receive reminders by email message or via a screen popup message. - Alerts
Alerts are a Vision workflow function designed to remind you of calendar events or project tasks to be assigned or approved. - Text Editor
The Text Editor is a word processor that provides the tools necessary for creating and editing simple text documents with the Vision application. These documents can be included in various text fields throughout Vision - Select Fields Dialog Box
Use the Select Fields dialog box options to select the fields that will appear as a column in the List View or dashparts. - Schedule Dialog Box
Use the Schedule dialog box to schedule a process or report to run at a later time.
Parent Topic: Getting Started