--- title: "Acronyms and Definitions" slug: "acronyms-and-definitions" updated: 2026-07-14T14:38:35Z published: 2026-07-14T14:38:35Z canonical: "help.idibilling.com/acronyms-and-definitions" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Acronyms and Definitions | Term | Definition | | --- | --- | | Customer (Account) menu | Access to various account details. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84924.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | | Application Menu | Access to various web applications and common tools. **(More)** #### Navigation Bar \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77132.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Displays the Search page. You can search on Accounts, Adjustments, Carts, Follow Ups, Journals, Orders, Payments, Service Addresses, and Workflows. [Search Options/Omni Search](/v1/docs/omni-search) \| \| --- \| --- \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77133.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Provides access to modules that you have permission to use. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78631.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78296.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Opens the New Customer form to begin the process of creating a new customer or prospect. This requires Manage Customers permission (for new customers) and/or Manage Prospects (for new prospects). This button is only available with CostGuard Client version 16.2. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77809.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Also displays the Search page. You can search on Accounts, Adjustments, Carts, Follow Ups, Journals, Orders, Payments, Service Addresses, and Workflows. [Search Options/Omni Search](/v1/docs/omni-search) \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77810.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you set up and navigate to Bookmarked and Recent accounts. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77645.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77811.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you view and manage Service Addresses and CPNI settings. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78636.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77812.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Help allows you to view the online help for Customer Care. \| \| #### Navigation Icons \| \| ![ExpandButtonDownArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75074.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| ***Expand:*** Displays additional information about an item. > [!NOTE] > Note > > In a list of items, you may need to hover on a row to display this button. ***Descending Order***: In a column header, sorts the column in descending order (based on the type of column: alphabetically, numerically, date). \| \| ![CollapseButtonUpArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75077.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| ***Collapse***: Hides additional information about an item. > [!NOTE] > Note > > In a list of items, you may need to hover on a row to display this button. ***Ascending Order***: In a column header, sorts the column in ascending order (based on the type of column: alphabetically, numerically, date). \| \| ![SubMenuButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75196.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Indicates a sub menu. \| \| ![EditButton2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75178.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you edit fields. \| \| ![AddButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75120.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) ![NewButton2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75197.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you add a new item. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78298.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you edit an item. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77129.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you search for an item. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78299.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77126.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you view and attach documents. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77130.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you save an item. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77131.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you delete an item. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77127.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you add a new Order. \| \| ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77128.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Lets you start a Workflow. \| \| ![icoMousePointerFinger](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68713.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| Cursor displayed when the underlying item is a link or toggle. ***Hint***: Move your mouse pointer over text and graphics; if the pointer changes to a pointing finger, click! \| \| Entering search text \| Text boxes in Search dialogs include implied wildcards at the beginning and end of the text. \| \| Asterisked field labels \| Indicates a required field. ***(If you try to Save without required information, the fields are highlighted and must be corrected before continuing.)*** \| \| List page navigation \| When a list of items spans more than one screen load, you can jump to different pages using the page navigation bar at the bottom of the list. Click on a page number to move to that page. Hover over a double arrow to scroll through the page numbers. ![ListPageNavigation2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75198.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) \| | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77132.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Displays the Search page. You can search on Accounts, Adjustments, Carts, Follow Ups, Journals, Orders, Payments, Service Addresses, and Workflows. [Search Options/Omni Search](/v1/docs/omni-search) | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77133.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Provides access to modules that you have permission to use. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78631.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78296.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Opens the New Customer form to begin the process of creating a new customer or prospect. This requires Manage Customers permission (for new customers) and/or Manage Prospects (for new prospects). This button is only available with CostGuard Client version 16.2. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77809.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Also displays the Search page. You can search on Accounts, Adjustments, Carts, Follow Ups, Journals, Orders, Payments, Service Addresses, and Workflows. [Search Options/Omni Search](/v1/docs/omni-search) | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77810.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you set up and navigate to Bookmarked and Recent accounts. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77645.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77811.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you view and manage Service Addresses and CPNI settings. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78636.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77812.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Help allows you to view the online help for Customer Care. | | #### Navigation Icons | | ![ExpandButtonDownArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75074.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | ***Expand:*** Displays additional information about an item. > [!NOTE] > Note > > In a list of items, you may need to hover on a row to display this button. ***Descending Order***: In a column header, sorts the column in descending order (based on the type of column: alphabetically, numerically, date). | | ![CollapseButtonUpArrow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75077.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | ***Collapse***: Hides additional information about an item. > [!NOTE] > Note > > In a list of items, you may need to hover on a row to display this button. ***Ascending Order***: In a column header, sorts the column in ascending order (based on the type of column: alphabetically, numerically, date). | | ![SubMenuButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75196.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Indicates a sub menu. | | ![EditButton2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75178.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you edit fields. | | ![AddButton](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75120.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) ![NewButton2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75197.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you add a new item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78298.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you edit an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77129.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you search for an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78299.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77126.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you view and attach documents. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77130.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you save an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77131.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you delete an item. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77127.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you add a new Order. | | ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77128.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Lets you start a Workflow. | | ![icoMousePointerFinger](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/68713.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | Cursor displayed when the underlying item is a link or toggle. ***Hint***: Move your mouse pointer over text and graphics; if the pointer changes to a pointing finger, click! | | Entering search text | Text boxes in Search dialogs include implied wildcards at the beginning and end of the text. | | Asterisked field labels | Indicates a required field. ***(If you try to Save without required information, the fields are highlighted and must be corrected before continuing.)*** | | List page navigation | When a list of items spans more than one screen load, you can jump to different pages using the page navigation bar at the bottom of the list. Click on a page number to move to that page. Hover over a double arrow to scroll through the page numbers. ![ListPageNavigation2015](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/75198.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) | | InfoPanel | The areas within the Customer Care display (i.e., Account Information, Contact Information, etc) **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/77151.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A42%3A56Z&se=2026-11-14T11%3A42%3A56Z&sr=c&sp=r&sig=pmTbOrsCM8iBFgcZvrwEyykqVi%2F6d92pgzwNcUw1HhA%3D) |