Academy Training & Intro to Vista

Created by Crystal Ann Harvey, Modified on Tue, 21 Oct at 3:44 PM by Crystal Ann Harvey

Switch to List View: Right click View -> List or View -> View -> List 


Introduction to Programs vs. Reports


Introduction to VA Menu Templates/Custom folders


Introduction to batch processing


Creating a new record: Enter (+) or (NEW) to assign the next available number in sequence.  


Using Attachments


Grid vs. Info tab: Grid view will allow you to create or display records/transactions in a list. View -> Filter Bar enabled allows for searching for items within the grid. Info tab is a view of the setup and fields necessary to create the record or transaction. 


F4 for lookup, F1 for help


Using F-keys in Vista


Choosing a Batch Month


Changing the Color Scheme in Vista


Definitions of Batch Statuses


How can I customize a Grid to make it more efficient for me?


Batch Processing


How to export a grid from Vista to Excel


How to increase font size in Vista



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