Adding, editing and deleting data for display in a main grid

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Main grid screens in AyaNova are those accessible from the main navigation pane of the AyaNova program such as the Clients grid, Service Workorder grid and so on.

 

To add new data for main grid screens, you will find a New… button at the top of the grid you are viewing.

 

Example: To create a new service workorder (note you are displaying the Service navigation pane)

 

MenuNew1

 

Example: To create a new client (note you are viewing the Clients grid)

 

MenuNew2

 

 

If new data has been entered by someone else that would display in the grid, select the Refresh… to refresh the grid screen.

 

To edit to an existing record, select to open that objects entry screen record.

 

Example: To open an existing service workorder

 

EditGridData1

 

Example: To open an existing client

 

EditGridData2