Key Features and How to Use Them #

1. Login Screen #

The Login Screen is the entry point to ConMan, requiring a username and password.

Features: #

• Username Field: Enter your ConMan username.
• Password Field: Enter your password (hidden by default, with an option to reveal it).
• Login Button: Submits your credentials to log in.

How to Use: #

1. Log In:
   • Type your username in the Username field.
   • Type your password in the Password field. Click the eye icon to show/hide the password if needed.
   • Click the Login button.
   • If successful, the screen switches to the Menu Screen, and your username appears in the status bar (e.g., “User: JohnDoe”).
   • If unsuccessful, an “Invalid Username or Password” message appears. Clear the fields and try again.
2. Troubleshooting Login:
   • Ensure your credentials are correct. Contact your administrator if you’ve forgotten them.

2. Menu Screen #

The Menu Screen is your dashboard, featuring large, clickable tiles for navigating to different ConMan modules.

Features: #

• Module Tiles: Large buttons labeled Materials, Users, Contacts, Tags, Tasks, Projects, and Transactions.
• Toolbar: Includes “Home” (with an Exit option) and “Modules” (a dropdown listing all modules).
• Status Bar: Displays your username at the bottom.

How to Use: #

1. Navigate to a Module Using Tiles:
   • Click a tile (e.g., Materials) to open that module in a new window.
   • Available tiles:
     • Materials: Manage materials and pricing.
     • Users: Manage user accounts.
     • Contacts: Manage supplier and contact details.
     • Tags: Organize items with tags.
     • Tasks: Track tasks and assignments.
     • Projects: Manage construction projects.
     • Transactions: Handle purchase transactions.
2. Navigate Using the Toolbar:
   • Click Modules in the toolbar to see a dropdown list.
   • Select a module (e.g., Tasks) to open it.
3. Exit the Application:
   • Click Home in the toolbar, then select Exit, or simply close the window.
4. Check Your Login:
   • Look at the status bar to confirm your username (e.g., “User: JaneSmith”).

3. Exporting Grid Data #

In modules with grid views (e.g., Materials), you can export data to an Excel file.

How to Use: #

1. Export a Grid:
   • Open a module (e.g., Materials) and locate a grid (table) of data.
   • Use the module’s export feature (typically a button or menu option).
   • A “Save Excel File” dialog appears:
     • Choose a location and filename (e.g., “Materials_List.xlsx”).
     • Click Save.
   • A message confirms “Export completed successfully!” when done.

4. Customizing Grid Layouts #

In modules with grids, you can save and restore your preferred layout (e.g., column order, width).

How to Use: #

1. Save a Grid Layout:
   • Adjust the grid (e.g., resize columns) in a module.
   • The layout is automatically saved when you close the module or application.
2. Restore a Grid Layout:
   • Reopen the module, and your last saved layout is applied automatically.
3. Reset a Grid Layout:
   • If available in the module, use a “Restore Layout” option to revert to the default setup.