The New Item Button has been created to centralise adding various new items to enVisual, an example of available items is shown below.
Depending on which module you are in this menu will change, to only display the options available for that module. The exception to this is that enCentral options are shown from whichever module you are in. As you can see most of the options have been given shortcut key combinations, using these key combinations anywhere from enVisual will perform the desired action.
The Core Shortcuts available from within each module are.
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Below is a list of each Module \ Tab and a list of additional menu option (including shortcut) that is available in that module.
enCentral
Under Marketing
| • | Campaign (Ctrl + Alt + C) |
| • | Opportunity (Ctrl + Alt + O) |
Under enProcess
| • | Add Process (Ctrl + G) |
enSecretary
| • | Add Reserved Name (Ctrl + Q) |
enPractice
| • | Add Activity (Ctrl + K) |
enAccount
| • | Journal (Ctrl + J) |
| • | Cashbook (Ctrl + Alt + J) |
| • | Inter Client Posting (Ctrl + B) |
enFee
| • | New Invoice (Ctrl + I) |
| • | New Receipt (Ctrl + A) |
| • | Full Credit Note (Ctrl + Alt + B) |
| • | Partial Credit Note (Ctrl + Alt + I) |
enPortfolio
| • | Add Investment Batch (Ctrl + Alt + E) |
| • | Add Investment (Ctrl + L) |
| • | Add Portfolio (Ctrl + V) |
enProcess
| • | Add Process (Ctrl + G) |
enNAV
| • | Add Fund Transaction (Ctrl + Alt + S) |
| • | Add Payment (Ctrl + Alt + P) |
| • | Add Holder (Ctrl + Alt + H) |
| • | Transfer Commitment (Ctrl + Alt + N) |
enPurchase
| • | Purchase Invoice (Ctrl + Alt + D) |
enFinancials
enCustody
| • | Add Custodian Document (Ctrl + Alt + U) |
Security
| • | Add User (Ctrl + U) |