Main Form
How to get here
Tools menu > Control Centre > Setup Wizard > Main Form.
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This page allows you to make changes to the way the Main Form behaves.
Click on "Edit this page" to unlock the page and enable changes to be made.
Display Format on main form
Customer details
Changes the format of the current customer's details as they appear at the top left of the Main Form. The current user must have the permission "Display format change" in order to change this setting.
You can also change the format while viewing the Main Form - just right-mouse-click on the customer details area, and choose one of the display options. You can choose to either change the display format on the current job, or to ensure all jobs show in this new display format.
The available options allow you to either include or exclude the customer's account balance from appearing in the customer details area at the top left of the Main Form.
Item columns
The available options allow you to choose which columns appear when displaying a job on the Main Form.
You can also change the format while viewing the Main Form - just right-mouse-click on the line items area, and choose one of the display options. You can choose to either change the display format on the current job, or to ensure all jobs show in this new display format.
Sub Totals
The available options allow you to set what data appears in the Sub Total area of the Main Form, when displaying a job. This is the area below the list of line items on the job.
You can also change the format while viewing the Main Form - just right-mouse-click on the sub totals area, and choose one of the display options. You can choose to either change the display format on the current job, or to ensure all jobs show in this new display format.
Usual customer type
When creating a new customer, it will default to being the type of customer shown in this box. If you mainly deal with dentist accounts, you will want to leave this as "Dentist".
Patient Entry
The order in which the patient's names are entered from the Main Form.
This only controls the order of the boxes when entering the names. To control how the names are displayed on reports, on screen etc, use the Usual Patient Name Format boxes on the Other Settings page of the Setup Wizard.
Lab can do pickups
Practices can request a job pickup by clicking a "Request Pickup" button above the General Notes area on the Main Form.
When this box is checked, the lab is also able to make these requests.
A pickup request is added to the Delivery Runs report for that practice, so that the driver is aware that items for the job (for example; impressions) need to be collected.