Buttons and shortcut keys

Navigation

Caselle Connect applications uses a combination of tools, buttons, and shortcuts. This is a list of tools in alphabetical order.

Accept All

Shift+CTRL+F1

Change the Status for all items selected to the Default Status setting.

Accept Screen

Shift+CTRL+F2

Change the Status for the items on the screen to the Default Status setting.

Active Tasks

None

Show active tasks.

Additional Info

CTRL+F4

View other field options such as, Search, Add New, Modify, Comments, and so on. The field type determines the available options.

Application Help

View tasks, frequently asked questions, and troubleshooting tips.

Apply Refund Deposits

None

Apply or refund deposits.

Back

None

Show the previous record.

Calculate Pay Codes

CTRL+C

Use the current pay codes to calculate amounts.

Change User

None

Log out to use a different user.

Check Validation

CTRL+SHIFT+F7

Print check validation. You must be running the Check Validation module to use this option.

Checklist

None

Show a checklist with steps for completing daily, weekly, monthly, or yearly tasks.

Clear Hash Totals

None

Set the hash total to zero.

Clear Pay Code

None

Clear the pay code amount.

CTRL+F12

Exit and returns you to the Main Menu or Previous Screen.

Consolidated Billing Summary

CTRL+F9

Show the combined billing summary.

Copy

Shift+C

Copy data from one record to another record.

Correct Prior Readings/Usages

CTRL+F5

Edit a prior reading on a meter.

Create New Service Orders

None

Add a service order to the account.

Customer Information

None

Show the customer's account information.

Customer Maintenance

CTRL+T

Show the customer's account information.

Date

None

Shows a calendar for selecting a date.

Delete/Abort

CTRL+D

Delete, abort, void, or remove a record.

Disconnect Multiple Billings

None

Disconnect services.

Display Detail

Shift+CTRL+F3

Display additional detail.

Edit

CTRL+E

Modify a record. A Control Password is required to edit a primary field.

Electronic Checklist

None

Show an electronic checklist for instructions on how or when to complete tasks.

None

Send an email.

Enter Meter Activity

None

Add meter activity to an account.

Entry Mode

None

Change the method for entering data.

Enter Purchase Orders

CTRL+SHIFT+F12

Change the method for entering data.

Favorites

None

Show a list of frequently used programs and reports.

Fields

Shift+F2

Set temporary or permanent settings to stop at fields that require data entry. Manage stop fields.

Field Selection

None

Select fields to include in the field value, list, report, or selection criteria.

Filter

None

Apply a filter to sort data.

Forward

None

Show the next record or date.

CTRL+G

Print a report or run a program.

History

CTRL+H

Show a customer's previous transactions.

Inquiry

CTRL+I

View records.

Maintenance

CTRL+M

Open the maintenance properties.

Manual Allocations

SHIFT+F11

Allocate amounts manually.

None

Field-specific menu. Click to show options to search, view more information, add a record, or edit a record.

Meters

None

Enter meter activity.

Meter Activity

CTRL+F7

Enter meter activity.

Meter Changeout

Replace the current meter with a new meter.

Modify Existing Customers

None

Make changes to a customer's account.

Modify Mailing Address

None

Update a customer's mailing address.

More Information

None

Displays information for a specific field.

More Options

None

Show a drop-down list of other choices.

Multiple Meter Summary

CTRL+F8

Show a summary for the selected meters.

New

CTRL+N

Add a new record.

Show the next record.

Notes

CTRL+SHIFT+N

Add or view notes that belong to the current record.

Open Cash Drawer

None

Open a cash drawer. The Cash Drawer module must be installed to use this feature.

Options

F12

Change properties, selection criteria, or field stops.

Show the previous record.

Preview

CTRL+Q

View a report before you print it.

CTRL+P

Send a record or a report to the printer.

Proof Totals

CTRL+SHIFT+F1

Verify totals are correct.

Quick Entry

SHIFT+F2

Turn on or 3/20/2019 16:33 quick entry mode in Cash Receipting.

Reconnect Services

None

Reconnect services for an existing customer.

Redisplay

Shift+CTRL+F3

Redisplay transactions.

Refresh

None

Apply changes to update the information displayed on the screen.

Related Accounts

None

Show related accounts that belong to the current customer.

Rename the Selected Billing Services

None

Change the name of a billing service.

Restricted Fields

None

Access password protected fields.

Save

CTRL+S

Save a new record or report.

Select a field and click Search to find data that applies to that field. You can sort the data that appears.

Select User

Change the selected user.

Split Mode/Split Distribution Mode

F11

Add another line or sequence to an entry.

Stop Fields (without menu)

SHIFT+F12

Choose which fields the cursor will stop at.

Stop Fields (with menu)

SHIFT+F12

Choose which fields the cursor will stop at.

Undo

CTRL+Z / CTRL+U in Utility Management

Reverse all changes to the current record since the last save. Note: There is no undo for deleted records.

View

CTRL+Q

View a record. You can’ t make any changes to the record using this button.

View Related Account Information

CTRL+R

View other accounts that belong to a customer. Master Records is required.

View Document

None

Search a third-party document management application for files. This option requires a third-party document management application.

Walk Previous

Return to the previous record after the last field is entered.

Walk Next

Advance to the next record after the last field is entered.

What’s This? Help

CTRL+W

Learn what to do or what to enter by clicking ”What’s This?” and then clicking on the field.

Whole Dollar Mode

CTRL+A

Enter amounts in whole dollar amounts. Key the decimal if you are entering cents.