Overview Documentation	Overview Screen Shots
Logging In Menus Icons Shortcuts Standard Program Features Standard Maintenance Standard Reporting Selection Criteria FAQs
Logging In Click the Mercury icon on your desktop Some users will not see the login form as they are using Windows Authentication. Enter you user name and password. Click OK The splash screen will display momentarily followed by your menu.
Menus: Navigation Click on the > to expand the menu or compress the menu. Double click on the menu item required to run the program Your diary is displayed on the right hand side and will show the diary items for today. (see Diary functions)
Icons Quit – Exit the program Ok – Accept the entries on the current screen or tab Cancel – Discard the entries on the current screen or tab New – Create a new record if on the first or only tab available OR create a new subsidiary record if on another available tab within the program. The action relates to the tab and record you have currently selected. CopyNew – (or mimic) Create a new record with the details of the current records as default. The action relates to the tab and record you have currently selected. Change – Amend the current record. The action relates to the tab and record you have currently selected. Delete - Delete the current record if on the first or only tab available OR delete the current subsidiary record if on another available tab within the program. The action relates to the tab and record you have currently selected. Selections – Enter report and/or selection parameters prior to the report being produced Find – When in the top toolbar it enables the search function. Zoom – When used in the body of a form ot enables a Look-up against available parameters or codes that relate to the entry box with the zoom icon. Part entry of the parameter code or parameter description will filter the results offered to you. Run – Run the report; a pop_up menu will be displayed allowing the user to select the type of report output required. The following options will be available depending on the report Output Report in Standard PDF Format Output Formatted Report to PDF Output Report as a .CSV (file only) College – select a different College or Company Help – invoke the Accurate Solutions online help. Clicking this option within the documentation will return you to the documentation home page
Shortcuts accept Return Enter add Insert amend CONTROL-SHIFT-A append CONTROL-F3 cancel F8 change CONTROL-SHIFT-E clip CONTROL-SHIFT-C close CONTROL-F4 college CONTROL-SHIFT-X company CONTROL-SHIFT-X copy_program Control-P defaulttoday CONTROL-SHIFT-T delete Control-D Delete deleterec Control-D Delete editcopy CONTROL-C editcut CONTROL-X editpaste CONTROL-V email CONTROL-E excel CONTROL-L find CONTROL-F finish F8 finish_trace F9 first Home firstrow Home help CONTROL-H helpresume Escape helpscreen Return hide_navgrid CONTROL-N insert F3 last End lastrow End load CONTROL-O members CONTROL-M mimic CONTROL-M nextfield Tab nextpage Next nextrow Down notes CONTROL-N payroll CONTROL-X prevfield Shift-Tab prevpage Page up prevrow Up print CONTROL-P printer Control-R quit ALT-Q reportnextpage Return review CONTROL-Z run CONTROL-R run_report CONTROL-R rundist CONTROL-D search CONTROL-Shift-F select Enter select_all CONTROL-A select_none CONTROL-X select_reverse CONTROL-R selection CONTROL-S selections CONTROL-S send_email Return Enter show_navgrid CONTROL-N text CONTROL-T toggle CONTROL-T transactions CONTROL-T uni CONTROL-U update CONTROL-U view CONTROL-V window CONTROL-W zoom CONTROL-Z zoom_ab CONTROL-Z zoom_by CONTROL-Z
Standard Progarm Features Grid Functions Right click on any grid for the standard options.to copy to the clipboard and paste into another application such as Excel. · Clipboard – The entire grid · Copy cell - The current cell · Copy visible column · Copy row · Copy Visible Table Some grids will have specific options which will be explained in their documentation. Click on any heading line to sort on that column toggling between ascending and descending. An indicator ^ ascending, v descending will show above the column heading. Right click on any column heading to expose a list of columns. Utick any columns you do not wish to see. This will be stored and used on subsequent sessions of the program. Navigation grid There are vertical navigation grids and horizontal navigation grids. All the grids can be navigated using the standard movement keys: arrow up arrow dow page up page down home – start of the grid end – end of the grid Click or move to a row in the grid and the main view will change to that record and display the record details. The vertical grids, like the members adminstration, will appear on the left of the form and will generally contain more rows than the horizontal grids. They will have a search feature at the botton of the grid – “find”. Key into the box next to “Find” and the system will move to entries in any column that start with the characters entered.
The horizontal grids, like the addresses in member adminstration , will appear on the above of the form and as a row is selected the details of that row will be displayed. Review The reviews will appear on a separate tab and show many colums The standard grid functions will be available.
Standard Maintenance The “Maintenance” icons will be enabled if they are valid at a particular place in the system and your “role” has permission. New – Click to add a new record (member, course, address, etc.) Change – Click to change details on the current form Delete - Click to delete the current record (member, course, address, etc.), An “are sure” message will be displayed when you can decide not to perform the delete or continue with the delete. Add - Click to add a new record but copy the details of the current record. The current details are not cleared and may be used for the new record. This option is not available for all forms. OK - Click to save the new or amended details Cancel – Click to cancel your input and return to the original details. Zoom – Any entry box showing the zoom icon has an attached look-up form. Click on the icon to open the look-up forms and view the options. Part entry of the parameter code or parameter description will filter the results offered to you in the look-up form. This differs to the look-up when in “change” or “add” mode as only 1 code may be selected at this stage. Click on the code you wish to enter and click Ok. Click Cancel to return to the main form
Standard Reporting Running any Mercury report will provide the user with the following options on the main program toolbar. Click Selections – this allows both report and selection parameters to be entered – input is divided into two sections for ease of identification Click Ok to accept the selections Click Cancel to cancel the report selections Click Run – this will offer you a pop-u menu list of available output options for the report – generally this will include: Output Report in Standard PDF Format This is the Mercury2 format (as PDF).This option may not be available for new reports. Output Formatted Report to PDF Formatted by the Reporter, there may be more than style of formatted report. Output Report as a .CSV (file only) The report will be output to your default temporary folder as seen via the User Access Control, with a name of userid.csv. Excel icon will be enabled to view the file. The progress will be displayed at the bottom of the form. The green bar may reach the end a few times before the report is complete . To print the report select the print option from Excel or the PDF viewer. To save the report select the save option from Excel or the PDF viewer. Click College to change the College, Company or Payroll code without having to end the program Click Help to access the online documentation Click Quit to exit the program
Searching Click Find in the top tool bar to enter the search mode. Most entry boxes and the top row of grids on most tabs will be available for search criteria. Once you have entered the required selection criteria click Ok to selected records or Cancel to start again from the find button Look Up / Zoom Screens Zoom – Any entry box showing the zoom icon has an attached look-up form. Click on the icon to view the options. Part entry of the parameter code or parameter description will filter the results offered to you. The Member lookup provies extra search options before it shows the look up form. You can enter in the various boxes to reduce the list of members to select from. This lookup selects just 1 member. Click on the codes you wish to search for and click Ok. Click Cancel to return to the main form Entering selection criteria Most character entries are case sensitive so “A” and “a” are different characters. Only the surname, forename and address lines are case insensitive. (“A” and “a” are the same) Alpha Fields SM* will find all records beginning SM (Smith,Smollett etc) *al* will find all records containing consecutive al (Palmer,Talbot etc) *ins will find all records ending ins ( Jenkins,Tompkins etc) [BDG]* will find records beginning with B,D or G (Brown,Davies,Green etc) BAY|BOX will find records that are BAY or BOX BAY:BOX will find records that are between BAY and BOX inclusive. Numeric Fields >500 will find all records greater than 500 <500 will find all records less than 500 >=500 will find all records greater than or equal to 500 <=500 will find all records less than or equal to 500 <>500 will find all records not equal to 500 500:600 will find all records between 500 and 600 Date Fields >021010 will find all records greater than 02/10/10 <021010 will find all records less than 02/10/10 >=021010 will find all records greater than or equal to 02/10/10 <=021010 will find all records less than or equal to 02/10/10 <>021010 will find all records not equal to 02/10/10 021010:041010 will find all records between 02/10/10 and 04/10/10 Special Characters “*” is a wild card that matches any character and any number of characters. “?” is a wild card that matches any single character. (T?y) “:” denotes a range (100:200 inclusive) “|” creates a list (STGE|NAAE|CLQA)
FAQs Why does F for find no longer work In Mercury2 the access to the forms was very rigid and you had to move between the menu and grids via the menu. In Mercury3 we allow greater access to menus and grids such that you can move directly between grids and the menu. (the control F has been introduced to Mercury2). In Mercury3 have had problems using the keys as shortcut keys as just letters and have introduced the control key to distinguish between and F and control F (find). This will extend to all shortcut keys and there is a list in the Mercury3 online help.