====== How-To Guides for Control ====== This section contains helpful How-To instructions provided by Cyrious staff and users. Please feel free to add your own or email your How-To Guide to support@cyrious.com. ===== CFL How-To ===== * [[:how_to_check_part_cost_is_current_-_version_4.5_higher|How-To Check Part Cost is Current for Version 4.5 Higher]] * [[:how-to_check_that_a_part_cost_is_current|How-To Check That a Part Cost is Current]] * [[:how-to_check_that_height_and_width_dimensions_are_within_range|How-To Check That Height and Width Dimensions are Within Range]] * [[:how-to_autofill_line_item_description_when_pricing|How-To Autofill Line Item Description When Pricing]] * [[:how-to_set_transaction_udf_fields_based_on_product_characteristics|How-To Set Transaction UDF Fields Based on Product Characteristics]] * [[:how-to_use_the_calculatelayoutonroll_function_for_layout_calculations|How-To Use the Calculatelayoutonroll Function for Layout Calculations]] * [[:how-to_use_the_calculatelayoutonsheet_function_for_layout_calculations|How-To Use the Calculatelayoutonsheet Function for Layout Calculations]] * [[:how-to_validate_a_users_input|How-to Validate a Users Input]] * [[:how_to_use_the_part_price_as_a_list_or_cost_price_in_a_selection_list|How-To Use the Part Price as a List or Cost Price in a Selection List]] * [[:how_to_preview_test_cfl_coding_results|How-To Preview Test CFL Coding Results]] * [[:how_to_use_loops_in_cfl|How-To Use Loops in CFL]] * [[:how_to_convert_ini_file_format_to_json|How-To Convert INI File Format to JSON]] * [[:how_to_use_the_setvariables_function_to_set_variable_values|How-To Use the SetValues() Function to Set Variable Values]] * [[:how_to_make_variable_formulas|How-To Make Variable Formulas]] * [[:how_to_use_the_same_table_for_different_variables|How-To Use the Same Table for Different Variables]] * [[:how-to_make_coding_easier_with_the_formula_builder|How-To Make Coding Easier with the Formula Builder]] * [[:how_to_create_and_use_linked_lists|How-To Create and Use Linked Lists]] * [[:how_to_have_different_formulas_for_a_variable_depending_on_the_product_selected|How-To Have Different Formulas for a Variable Depending On the Product Selected]] * [[:how_to_use_list_filters_to_show_only_certain_rows_for_different_products|How-To Use List Filters to Show Only Certain Rows for Different Products]] * [[:how_to_set_up_and_use_udfs|How-To Set Up and Use UDFs]] * [[:how_to_pass_numbers_to_and_from_a_unit_variable|How-To Pass Numbers to and From a Unit Variable]] * [[:how_to_set_udfs_based_on_transaction_variables|How-To Set UDFs Based on Transaction Variables]] * [[:how_to_determine_if_estimate_has_variations_how_many|How-To Determine if Estimate has Variations How Many]] * [[:how-to_export_jdf_information_from_control|How-To Export PDF Information From Control]] * [[:how_to_create_temporary_variables_with_declare|How-To Create Temporary Variables with Declare]] * [[:how_to_debug_formulas|How-To Debug Formulas]] * [[:how_to_spread_cost_between_line_items|How-To Spread Cost Between Line Items]] * [[:how-to_retrieve_a_sql_value_in_cfl|How-To Retrieve a SQL Value in CFL]] * [[:how_to_make_server_2012_auto_login_admin_account|How-To Make Server 2012 Auto Login Admin Account]] ===== Installation How-To ===== * [[:how-to_setup_the_sslip_to_run_automatically_on_boot_using_task_scheduler|How-To Setup the SSLIP to Run Automatically on Boot Using Task Scheduler]] * [[:how-to_install_a_control_update|How-To Install an Update]] * [[:how-to_perform_a_server_swap_to_install_control_on_a_new_server|How-To Perform a Server Swap to Install on a New Server]] * [[:how-to_perform_a_manual_installation_of_control|How-To Perform a Manual Installation of Control]] * [[:how-to_use_gmail_without_ssl_for_local_email|How-To Use Gmail Without SSL for Local Email]] * [[:how-to_use_godaddy_email|How-To Use Godaddy to Email]] * [[:how_to_install_production_terminal_on_iis_7_for_windows_7|How-To Install Production Terminal on IIS 7 for Windows 7]] * [[:how_to_install_web_view_on_iis_7_for_windows_7|How-To Install Web View on IIS 7 for Windows 7]] ===== Macro/Automation How-To ===== * [[:control_macro_ideas|Control Macro Ideas]] * [[:how-to_email_invoices_on_orders_in_sale_manually|How-To Email Invoices on Orders in Sale Manually]] * [[:how-to_email_invoices_on_orders_in_sale_automatically|How-To Email Invoices on Orders in Sale Automatically]] * [[:how-to_email_customer_when_order_marked_built_automatically|How-To Email Customer When Order Marked Built Automatically]] * [[:how-to_email_account_statements_to_companies_with_balances_due|How-to Email Account Statements to Companies with Balances Due]] * [[:how-to_automate_your_backups_to_run_at_night|How-To Automate your Backups to Run at Night]] * [[:how_to_email_departments_of_po_receipts|How-To email Departments of PO Receipts]] * [[:how_to_create_an_estimate_follow-up_activity|How-To Create an Estimate Follow-up Activity]] * [[:how-to_create_an_email_for_estimate_follow-up|How-To Create An Email for Estimate Follow-up]] * [[:how-to_set_transaction_udf_fields_based_on_product_characteristics|How-To Set Transaction UDF Fields Based on Product Characteristics]] * [[:macro_trigger_based_on_date_intervals|Macro Trigger Based on Date Intervals]] * [[:how-to_create_sequel_code_for_reports_macros|How-To Create Sequel Code for Reports Macros]] * [[:how-to_automatically_close_an_order_in_sale_28running_a_sql_report_in_a_macro_29|How-To Automatically Close an Order in Sale (Macro)]] * [[:how_to_update_udfs_using_sql_and_macro_triggers|How-To Update UDFs Using SQL and Macro Triggers]] * [[:how_to_create_dynamic_or_variable_text_popups_for_alerts_and_user_information|How-To Create Dynamic or Variable Text Popups for Alerts and User Information]] * [[:how-to_automate_your_daily_close_out|How-To Automate your Daily Close Out]] * [[:how_to_calculate_a_weekday_for_a_macro_trigger|How-To Calculate a Weekday for a Macro Ttrigger]] * [[:how_to_use_udf_values_in_a_macro_trigger|How-To Use UDF Values in a Macro Trigger]] * [[:how_to_create_a_macro_that_only_runs_after_the_first_edit_or_recompute|How-To Create a Macro that Only Runs After the First Edit or Recompute]] ===== Out-of-the-Box OOB Dataset Related How-To's ===== * [[:correcting_formulas_for_advanced_labor|Correcting Formulas for Advanced Labor]] * [[:how-to_create_modifier_to_override_square_foot_price|How-To Create Modifier to Override Square Foot Price]] ===== Parts ===== * [[:how_to_use_parts_in_selection_lists|How-To Use Parts in Selection Lists]] * [[:how_to_bypass_report_option_prompt_for_faster_display|How-To Bypass Report Option Prompt for Faster Display]] * [[:how_to_update_part_prices_from_excel_spreadsheet|How-To Update Part Prices From Excel Spreadsheet]] * [[:inventory_display_unit_faq|Inventory Display Unit FAQs]] * [[:resell_parts|Resell Parts]] ===== Pricing Form How-To's ===== * [[:how-to_suppress_tabs_in_a_pricing_form_page_control|How-To Suppress Tabs in a Pricing Form Page]] * [[:how-to_make_coding_easier_with_the_formula_builder|How-To Make Coding Easier with the Formula Builder]] * [[:how-to_use_a_ttabchildcontainer_to_display_child_items_on_your_main_form|How-To Use a Ttabchildcontainer to Display Child Items on Your Main Form]] * [[:how_to_allow_users_to_restore_overriden_values|How-To Allow Users to Restore Overriden Values]] * [[:how_to_change_font_size_2c_make_characters_bold_2c_etc._on_pricing_form|How-To Change Font Size, Make Characters Bold, etc... on Pricing Forms]] * [[:how_to_create_variable_text_on_a_pricing_form|How-To Create Variable Text on a Pricing Form]] * [[:how_to_hide_fields_on_a_pricing_form|How-To Hide Fields on Pricing Form]] * [[:how_to_make_decimals_show_in_number_variables_on_pricing_forms|How-To Make Decimals Show in Number Variables on Pricing Forms]] * [[:how_to_make_variable_formulas|How-To Make Variable Formulas]] * [[:how_to_remove_object_which_appears_in_the_entry_screen_but_not_the_pricing_form|How-To Remove Object Which Appears in the Entry Screen but Not the Pricing Form]] * [[:how-to_autofill_line_item_description_when_pricing|How-To Autofill Line Item Description when Pricing]] * [[:how_to_show_inventory_levels_on_the_pricing_form|How-To Show Inventory Levels on the Pricing Form]] * [[:how-to_create_a_fedex_shipping_link_on_the_pricing_form|How-To Create a Fedex Shipping Link on the Pricing Form]] * [[:how_to_link_thumbnail_images_to_selection_list_rows|How-To Link Thumbnail Images to Selection List Rows]] * [[:how_to_set_length_of_drop_down_lists|How-To Set Length of Drop Down Lists]] * [[:how_to_trigger_recalculation_on_mouse_click|How-To Trigger Recalculation on Mouse Click]] ===== Products ===== * [[:how_to_insure_that_a_child_product_is_included_in_an_order_or_estimate|How-To Insure that a Child Product is Included in an Order or Estimate]] * [[:how_to_create_a_new_material_category|How-To Create a New Material Category]] * [[:how_to_add_a_printer_to_the_cutter_list|How-To Add a Printer to the Cutter List]] * [[:how_to_enable_priority_tracking_on_orders|How-To Enable Priority Tracking on Orders]] ===== Service Tickets ===== * [[:how_to_set_up_a_service_ticket_system_for_internal_ordering|How-To Set-up a Service Ticket System for Internal Ordering]] ===== Product Layouts ===== * [[:how-to_modify_layouts_for_estimates_work_orders_and_invoices|How-To Modify Layouts for Estimates Work Orders and Invoices]] * [[:how_to_use_declare_and_case_statements_to_simplify_layouts|How-To Use Declare and Case Statements to Simplify Layouts]] ===== Derived Products ===== * [[:control_-_what_are_derived_products|What are Derived Products]] ===== UDF Layouts And Actions ===== * [[:how_to_set_up_and_use_udfs|How-To Setup and Use UDFs]] * [[:how_to_display_numbers_with_decimals_in_udf_layouts|How-To Display Numbers with Decimals in UDF Layouts]] * [[:how_to_separate_udfs_into_tabbed_pages|How-To Separate UDFs into Tabbed Pages]] * [[:how_to_retrieve_the_date_of_a_udf_entry|How-To Retrieve the Date of a UDF Entry]] ===== Smart Parts ===== * [[:control_-_what_is_smart_parts|What are Smart Parts]] * [[:control_-_smart_part_introduction|Smart Part Overview]] * [[:control_-_smart_part_filter_variable_and_grid|Smart Part Search Variable and Grid]] * [[:control_-_smart_part_search_builder|Smart Part Search Builder]] * [[:control_-_smart_part_filter_variable_and_grid|Smart Part Filter Variable and Grid]] * [[:smart_part_summary_variable_and_component|Smart Part Summary Variable and Component]] * [[:control_-_smart_part_cfl_changes|Smart Part CFL Changes]] * [[:how-to_setup_a_smart_part_product|How-To Setup a Smart Part product]] * [[:a_case_study_for_a_smart_parts_product|Case Study On Creating A Small Parts Product]] ====== Invoicing ====== * [[:progress_billing|Progress Billing]] **Sales Management** * [[:how-to_-_a_basic_sales_management_approach|Basic Sales Management Approach]] **This is the approach recommended for most small and mid-sized businesses** * [[:log_records_of_calls_to_customers_past_due_inquiries_directly_to_gl_and_order_record|Log Records of Calls to Customers Past Due Inquiries Directly to GL and Order Record]] * [[:how_to_create_a_credit_balance_for_a_customer_account|How-To Create a Credit Balance for a Customer Account]] * [[:how_to_reset_salesperson_due_to_inactivity|How-To Reset Salesperson Due to Inactivity]] ===== Reports ===== * [[:how-_to_generate_a_gl_export|How-To Generate a GL Export]] * [[:how-to_print_sales_tax_reports_on_closed_orders|How-To Print Sales Tax Reports on Closed Orders]] * [[:how_to_display_your_custom_work_order_in_production_terminal|How-To Display Your Custom Work Order in Production Terminal]] * [[:how_to_bypass_report_option_prompt_for_faster_display|How-To Bypass Report Option Prompt for Faster Display]] * [[:how_to_add_the_pay_online_button_to_a_report|How-To Add the Pay Online Button to a Report]] ===== Accounting ===== * [[:how-to_setup_a_product_for_use_tax|How-To Set-up a Product for UseTax]] * [[:how-to_setup_to_track_vat_taxes_on_bills|How-To Set-up to Track VAT Taxes on Bills]] * [[:how-to_handle_barter_with_full_accounting|How-To Handle Barter with Full Accounting]] * [[:how-to_handle_barter_without_full_accounting|How-To Handle Barter Without Full Accounting]] * [[:how-to_change_your_sales_tax_rates|How-To Change Your Sales Tax Rates]] * [[:how_to_write_off_receivable_amounts|How-To Write Off Receivable Amounts]] * [[:how-to_enable_and_credit_memos|How-To Enable and Credit Memos]] * [[:how-to_backdate_orders_during_your_initial_import|How-To Backdate Orders During Your Initial Import]] ===== Payroll ===== * [[:how-to_print_checks_for_direct_deposit_employees|How-To Print Checks for Direct Deposit Employees]] * [[:how-to_void_individual_paychecks_on_payroll|How-To Void Individual Paychecks on Payroll]] * [[:how-to_adjust_vacation_and_sick_time_balances_at_years_end|How-To Adjust Vacation and Sick Time Balances at Years End]] ===== Export ===== * [[:how-to_create_an_export_file_for_importing_to_outlook_calendars_based_on_orders|How-To Create an Export File for Importing to Outlook Calendars Based on Orders]] * [[:how-to_export_a_calendar_for_importing_to_outlook|How-To Export a Calendar for Importing to Outlook]] * [[:how-to_handle_an_nsf_check_and_export_into_quickbooks|How-To Handle an NSF Check and Export Into Quickbooks]] * [[:how_to_export_a_email_contact_list|How-To Export an Email Contact List]] ===== Dashboard ===== * [[:how-to_create_a_dashboard_shortcut_to_open_a_file_or_run_an_exe|How-To Create a Dashboard Shortcut to Open a File or Run an .exe]] * [[:how-to_create_a_dashboard_shortcut_to_open_a_web_page|How-To Create a Dashboard Shortcut to Open a Web Page]] * [[:how_to_place_advanced_queries_on_the_dashboard|How-To Place Advanced Queries On the Dashboard]] * [[:how_to_change_station_and_assign_to_in_one_step|How-To Change Station and Assign to in One Step]] ===== Explorer ===== * [[:how-to_manage_order_from_explorer|How-To Manage Order from Explorer]] ===== Crystal Reports and Database ===== * [[:how_to_create_an_odbc_link|How-To Create an ODBC Link]] * [[:how_to_change_layout_features_of_reports_with_crystal_reports|How-To Change Layout Features of Reports with Crystal Reports]] * [[:create_crystal_cross-tab_report|Create Crystal Cross-tab Report]] * [[:how-to_create_a_new_crystal_report|How-To Create a New Crystal Report]] * [[:how_to_create_loops_and_case_statements_in_crystal|How-To Create Loops and Case Statements in Crystal]] * [[:how_to_pass_information_from_cyrious_to_crystal|How-To Pass Information from Cyrious to Crystal]] * [[:print_unique_estimate_numbers_on_estimates|Print Unique Estimate Numbers on Estimates]] * [[:create_crystal_report_showing_purchase_history|Create Crystal Report Showing Purchase History]] * [[:how_to_add_fields_to_a_cyrious_report|How-To Add Fields to a Cyrious Report]] * [[:how_to_connect_to_a_mysql_database_like_presswise|How-To Connect to a MYSQL Database Like Presswise]] * [[:how_to_create_a_numeric_index_for_line_items_for_grouping_and_sorting_in_crystal_reports|How-To Create A Numeric Index For Line Items for Grouping and Sorting]] * [[:how_to_create_lookuptable_reports_in_crystal|How-To Create Lookuptable Reports in Crystal]] ===== General Control Setup ===== * [[:how-to_configure_control_to_send_email|How-To Configure Control to Send Email]] * [[:how_to_create_a_new_division|How-To create a New Division]] * [[:how_to_setup_credit_card_processing_in_6.0|How-To Set-up Credit Card Processing]] * [[:how-to_setup_control_for_avalara_online_tax_processing|How-To Setup Avalara Online Tax Processing]] * [[:how-to_setup_and_use_warehouses_for_inventory|How-To Setup and Use Warehouses for Inventory]] * [[:how_to_activate_backdate_options_menu|How-To Activate Backdate Options Menu]] * [[:how_to_-_change_a_report_export_file_path|How-To Change a Report Export File Path]] ===== SQL Knowledge ===== * [[:how-to_write_sql_to_extract_an_xml_value_from_a_database_field|How-To Write SQL to Extract an XML Value From a Database Field]] * [[:how_to_use_sequal_reports_for_event_notifications|How-To Use SQL Reports for Event Notifications]] * [[:how_to_downgrade_a_sql_2005_database_to_sql_2000|How-To Downgrade a SQL 2005 Database to SQL 2000]] * [[:how_to_change_a_transaction_variable_based_on_an_order_condition|How-To Change a Transaction Variable Based on an Order Condition]] * [[:how_to_create_a_database_table_change_log_using_a_sql_trigger|How-To Create a Database Table Change Log Using a SQL Trigger]] * [[:how_to_use_udf_change_log_tables_for_macros_and_reports|How-To Use UDF Change Log Tables for Macros and Reports]] * [[:how_to_create_a_database_backup_with_only_a_specific_order_estimate_or_product|How-To Create a Database Backup with Only a Specific Order Estimate or Product]] * [[:how_to_access_commission_tables|How-To Access Commission Tables]] ===== Shipping Tab ===== * [[:shipping_tab_overview|Shipping Tab Overview]] * [[:how-to_add_or_edit_shipping_method_carriers|How-To Add or Edit Shipping Method Carriers]] * [[:how-to_ship_a_single_shipment|How-To Ship a Dingle Shipment]] * [[:how-to_ship_multiple_shipments|How-To Ship Multiple Shipments]] * [[:how-to_import_addresses|How-To Import Addresses]] * [[:how-to_use_the_shipment_explorer|How-To Use the Shipment Explorer]] * [[:how-to_use_the_shipment_explorer_instruments|How-To Use the Shipment Explorer Instruments]] * [[:how-to_pull_data_from_the_shipping_tab_to_an_order_line_item|How-To Pull Data from the Shipping Tab to an Order Line Item]] * [[:how-to_create_a_sql_report_to_set_multiple_shipments_information|How-To Create a SQL Report to Set Multiple Shipments Information]] ===== Miscellaneous ===== * [[:how-to_send_faxes_through_efax|How-To Send Faxes through Efax]] * [[:how-to_mass_create_folders_for_storing_customer_information|How-To Mass Create Folders for Storing Customer Information]] * [[:how-to_use_an_ipad_with_control|How-To use an Ipad with Control]] * [[:how-to_utilize_keyboard_shortcuts_in_control_to_decrease_mouse_clicks|How-To Utilize Keyboard Shortcuts in Control to Decrease Mouse Clicks]] * [[:how-to_use_the_quick_add_address_feature|How-To Use the Quick Add Address Feature]] * [[:how-to_use_the_line_item_due_date_feature|How-To Use the Line Item Due Date Feature]] * [[:how-to_trigger_refreshes_in_control_from_3rd_party_applications|How-To Trigger Refreshes in Control from 3rd Party Applications]]