The core design of CRMHaven is built around a spreadsheet model since this is the most common alternative people use for keeping contact data. Click the ‘Window’ menu and choose CRMHaven (or key Command-L for Macintosh, Control-L for Windows & Linux) — this will bring the CRMHaven window to the front.
Navigating CRMHaven
Arrow keys
Press either the up or down arrow keys. The up and down arrow keys will move you up and down through the list of Clients.
Shift, Command and Control keys
Pressing Shift or Command (Control in Windows & Linux) lets you select multiple Clients. Shift lets you highlight all rows in a desired set by selecting the first row then shift-clicking the last row. The Command and Control-clicking will select or unselect an individual row. Pressing shift-arrow will highlight multiple rows in that direction.
Single-Click
Many of the values can be edited through in-cell-editing. Click on a cell and it should change into an edit field. Note that you cannot edit the Client ID column or others that require input from a limited list of choices. Once you have finished, press return (or tab) and the new value will be saved back to the server.
Double-Click or Return key
Double-click a Client or press return while it is highlighted to open it in the fullscreen edit window. Only one client can be edited at once.
Triangles
Clicking the triangle in the upper left of the CRMHaven window will set the Client list to the full screen height. Clicking it again will restore it to its normal height.
Right-Clicking
Right-clicking (or control-clicking) a Client lets you change a Client’s details plus many other functions. Choosing Copy Selected Client’s Address to Clipboard places the Client details on the clipboard ready to paste into a normal letterhead document. Choosing Set Font Size lets to change the display text size if there are many columns, lots of data or you are working on computer with a small screen.
Column Headers
Click on a column header to sort the Clients by that column. Click the column again to reverse the sorting on this column. Drag the borders between the columns to resize the columns.
Reorder
While the results are normally sorted by the last search, you can drag clients to reorder them.
Resize
Drag the resize button in the bottom right to change the window size.
Drag the window’s top toolbar to resize.
Drag the column borders to resize the columns.
Close a Window
Choose Close Window from the File menu to close the uppermost window (or type Command-W or press Escape key)
Refresh
Click the Refresh button to re-run the last Client search command.
Quit
Choose Quit (Exit in Windows & Linux) under the File menu to quit the application.
Logout
Choose Logout to close all windows and return to the Login screen. This lets you log in as a different user.