A Quick Look at the IDI Desktop Client

The focal point of the IDI Desktop Client is the main window. This window has five functional areas.

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Active Window

You can have one or more windows open at the same time in the Client. Windows are opened using the menu commands or toolbar commands.

The main menu bar remains constant regardless of which window is open in the client. It provides access to all commands, although some may be disabled for certain users as determined by user permission profiles (configured in the Admin Console).

Application-specific menus may be available when certain windows are open in the client, such as the Customer window as shown above.

Clearing Local Cache

When you make changes to data, the changes may not be immediately available in the target application. For example, if you make changes to tables in Data Management, the changes may not be immediately apparent in the IDI Desktop Client drop-down lists. To force the changes to be available immediately, select Tools > Clear Local Cache.

Toolbars

The client toolbar provides quick access to a configurable subset of commands based on the user currently logged in to the IDI Desktop Client. When a user account is created in the Admin Console, the user is assigned a toolbar profile which specifies the commands available to that user via the toolbar. Toolbars and toolbar profiles are configurable. See Managing Client Toolbars and Toolbar Profiles.

Application-specific toolbars are displayed in their respective windows when those applications are opened. For example, the Customer window (shown below) has an application-specific toolbar for managing customer accounts, and the Product Catalog has an application-specific toolbar for product management. These toolbars are static (the same for all users).

The sidebar lets you navigate and manage windows in the client when you have several windows open at the same time. See Managing Open Windows via the Sidebar.

Status Bar

The status bar provides miscellaneous status information. See About the Status Bar.

Icons

See .

Icons

The following table lists the various icons that may appear in the sidebar, or on the toolbars, depending on which module is open.

	Customer Search / Enhanced Customer Search / Contact Search
	Customer
	Product Catalog
	Edit Customer / New Customer
	Treatment
	OnlineBill Users (for Legacy OnlineBill only)
	OnlineBill User Search (for Legacy OnlineBill only)
	Reports
	Report Schedule, Scheduling Services, Scheduling Machine Configuration
	Tax Management
	Journals
	Follow-Ups
	Follow Up Search / Journal Search
	Trouble Tickets
	Trouble Ticket Search
	Collections Search, Spending Limits Search, Treatment Queue
	Rate Periods, Calling Areas, Rates
	Incollects File Search
	Order Search, Change Reason History Search, Equal Access Service Search
	Preorders
	Execution Plan Search
	Corporate Accounts
	Accounts Receivable - Batch File or Request
	E-Pay Account Search
	Accounts Receivable - Payments & Adjustments
	Third Party Verification

The Tools menu on the IDI Desktop Client main menu provides access to:

Toolbars (see above)
Change Password and Manage Security Questions
Clear Local Cache (see above)
System Locks
Audits - These are a wide range of searches and reports related to data integrity
Reference Tables
These tables are read only and for quick reference only:
- Account Status & Account Types - These are actually configured in Admin Console Data Management.
- Billing Cycle & Billing Cycle Detail
Tax Preferences - This is described in Support Applications > Tax Management.

A Quick Look at the IDI Desktop Client

Active Window

Menu Bar

Clearing Local Cache

Toolbars

Sidebar

Status Bar

Icons

Tools Menu