The CSI software is built around areas, folders, views, and ribbons/menus:
- An area is a functional entity intended for a specific user group. For example, the Workspace area provides tools for the daily work of a regular user, and the Financial Management area is for users responsible for invoicing.
- The information stored in the software, such as transactions and matters, and the functions related to them can be found in their respective folders within each area. The same structure continues at the matter level: the information of an individual matter is grouped into its own folders. The contents of most folders open as a list.
- A view is a predefined filter for a list that allows you to extract the desired subset from the entire data.
- The ribbon gathers the functions allowed for individual windows and lists in the software.
- The function menu is a substitute for the ribbon that opens on lists when you hover the cursor over a row and right-click.
- The areas (1) are grouped vertically on the left side of the main window of the software.
- Each area (here Customers) opens its own folder structure (2), where the information stored in the software can be found in its respective folders.
- When you open an individual folder (here Companies and Associations), it shows the information stored in the folder as a list (3). The Entries and Fatalities folders open in a calendar format, unlike the others.
- Each folder has predefined views (4) and their filters. Here, the view is Active Companies and Associations, and its filter is "My".
- The Search Rows field (5) in the folders allows you to search for the information you need with a keyword.
You can double-click an individual data row in the list to open it in its own window. The underlined information in the lists serves as quick links to the respective information. For example, clicking on the principal's name in the Matters list opens the principal's customer window directly.
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