Chapter 2. General usage

Table of Contents

Audit Trail
Connected
Notes
Field types
Text fields
Radio buttons
Checkboxes
Dropdowns
Date and time fields
Inline edit forms
Linked related information

This chapter describes general navigation of the system, and how the forms work.

The first contact is the login page, very simple.

After login you have a three areas available to you. on the left is the menu, on the top right you have settings, login and a search form. The middle of the screen is the workarea where all the data will be shown and where it can be modified.

The menu is fluid and will scroll to the left when a new menu is needed. Links shown in forms can also update the menu, in the above example the country code form doesn't have it's own menu, so the existing menu remains visible. Learning to navigate the menu is half the knowledge needed to use two-spot. On the top right is the login information a setting and logout link and a search form. The search will find most everything and should be the most used search function. It's also possible to use the menu to go to the section that shows what you want to search for (customers for example) and you can filter the list shown, the search function is usually quicker though.

Settings let you change some settings for your own user and how data is displayed for it.

The middle of the screen is the workarea where you'll do actual work, in the example above it's editing a country code definition. Note there's only Save an an option, if you don't want to make any changes, simply leave the form and click on something else.

Simple forms will look like the one above, you keep the menu on the side. Records that require more work will have their own menu with functions specific for that record. It could be special views or list of related records to make editing them easier. Most will also have three items shared between every form. Audit trail, Connected and Notes.

Audit Trail

This will initially show changes made to the record with the most recent change on top. Each update has a type (the first one is an insert, all the rest are updates), a date, a person who made the change and what fields where changed. It's possible to see changes to related records as well, click the link on the top of the list to show also those changes. In this case the record updated will also be visible. For Customers this allows you to see changes to email addresses and the team working on this customer for example.