Wizard - Data Entry Panel

The Wizard Data Entry Panel, which is located in the center of the Wizard window, contains the fields to enter for the current step.

Tips:

Directions:

To display the Data Entry Panel:

1.  Open a Wizard window, such as the Create Customer Wizard.

2.  Navigate to the step that you want to see.

Wizard Data Entry Panel Example:

 

Wizard Data Entry Panel Prompts

Fields

The fields vary according to the step you are working in.

To navigate to the previous step, click Back.

Keyboard shortcut:  [ALT + b]

Tip:  Back is not active for the first step.

To navigate to the next step, click Next or press [ENTER].

Keyboard shortcut:  [ALT + n]

Tip:  Next is not active for the last step.

To update the new or changed information, click Finish or press [ENTER].  The Wizard displays messages as it validates each step before closing the Wizard window.

Keyboard shortcut:  [ALT + s]

CAUTION

To avoid losing data, you must save new or changed records by clicking Finish.

To exit the Wizard without saving any changes, click Close.  The following warning displays:

At the prompt...

  • To close the Wizard without saving changes, click OK or press [ENTER].
    Keyboard shortcut:  [ALT + o]

  • Or, to resume data entry in the Wizard, click Cancel.
    Keyboard shortcut:  [ALT + c]

Other Wizard Topics