Lists Overview
The SapphireOne Lists function controls the different lists used by the various areas of SapphireOne.
Drop-Down Control Menu
The drop down menu has the following options: Commands, Operators, Options 1, Options 2 and Steel Mill. Using these names, it is possible to combine a range of menu selections that will support your activities in all areas of the program.
Dictation and Speech to Text Overview
SapphireOne’s Dictation (MacOS) and Speech to Text (Windows) functionalities revolutionise data entry. These features are available for any data entry field and all inquiry screens within SapphireOne. For instance, when a user makes a call via the SapphireOne Softphone, SapphireOne automatically timestamps the contact and phone number. Post-call, users can dictate notes directly into the CRM contact memo field in relation to the stamp.
This functionality is applicable across all Data Entry screens. As examples, when entering a Vendor Invoice (VI), users can dictate memos directly. Similarly, additional lines can be added to the General Ledger account, with each line having a unique memo field. After an employee interview, users can efficiently dictate notes.
Speech to Text and Dictation are powerful tools that SapphireOne and its clients use daily, significantly saving time.
Lists Icons
- Add New item – Select the
Add icon to create a new item. A dialog screen will open asking you for the new name to be added to the list.
- Modify Item – Select the
Modify icon. A dialog screen will open asking for a new name for the selected item
- Delete Item – Select an item and then select the
Delete icon. The selected item will be removed from the list.
- Move Up – Select an item and then select the
Move Up icon. The selected item will be moved up one place in the list.
- Move Down – Select an item and then select the
Move Down icon. The selected item will be moved down one place in the list.
- Not Available – Any icon that is not available for use will be inaccessible (greyed out).
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.