Information for your first steps in ClassiX®.
Clicking on the start icon displays the login window for all ClassiX® applications. Please select the client and enter the clients user name and password.
This
will bring you to the application main window: The window title at the top
shows the selected client. Below this title comes the menu bar with its
useful sub-menus: These sub-menus can branch out even further, and therefore
all ClassiX®
functions can be accessed conveniently via menu bar.
The toolbar below provides direct access to the most frequently used function. All functions can certainly be used only according to the equivalent user-specific access authorizations.
Important and frequently used symbols:
| Symbol | Description |
|---|---|
 |
create new |
 |
edit |
 |
delete |
 |
simple window printout (extended hardcopy function) |
 |
general reporting/export (e.g. copy to clipboard) |
  |
make/edit notes |
 |
call activities |
 |
send email |
 |
generate activity record |
 |
define validity |
 |
administer casts |
 |
call transaction history |
 |
update display |
  |
association |
  |
traffic lights |
All ClassiX® applications are very easy to run. The object-oriented database design causes data mapping in the system, which is perfectly modelled on real business structures.
This enables precise data navigation as your business operations require. Accordingly the menus are process-oriented. Where required, there are also symbols or buttons for faster access. All handy shortcuts, known from Windows are certainly working, too.
'Alt' + letter via keyboard directly navigates to the equivalent menu item (e.g. 'Alt' + S navigates directly to 'System'; 'Tab' moves forward to the next window input field and 'Shift' + 'Tab' backwards etc.).
Please also try right-clicking on an input field, whenever you need a selection. Double-click or drag-and-drop brings the selection back to the input field. In case u prefer using the keyboard instead of the mouse, please use the cursor keys for selection windows marked with arrows.
In case you experience ClassiX® being slower than usually, the reason could be one of the following issues:
 |
open transaction without database access |
 |
reading database access |
 |
writing database access |
Double-click list entries and you will see you will directly access business operations behind the data and from here you can go to any further branches. That way you can follow all requests quickly and conveniently.
You can move windows, adjust size or simply keep them as an icon bar for reference at a later time. This list could continue and you will might think of even more to add. Just play around with the system, you won't do any damage! For detailed user information on window navigation see below.
One more thing: when you enter data, please make sure you click 'OK' afterwards. Closing the window without clicking the 'OK'-button, you will risk losing all your entered data.
You can call the help function via F1 as customary. If you have any further questions, please press 'Alt'+'S' and 'V' in the main menu. This will bring you to the ClassiX® versions info and also display our contact details. Our professional, friendly staff will be happy to help you with qualified advice.
You can close every single ClassiX® window with one of the close-buttons in the icon bar or in the bottom part of the window, as well as with the 'x' in the top right corner or via 'Alt'+'F4'. Sometimes these options are not all available. The 'Exit'-button in the main menu ends the entire ClassiX® application.
Calling a menu item or selecting a symbol makes a window appear, in which you can edit your data.
Each single application window has a menu bar and a symbol bar, just like the
main window.
You can have multiple windows open, position them on the screen and adjust their
size.
You can also use direct access via key combinations within windows to eventually call menu items or buttons. For input fields, make the required entries via keyboard and make your selection in selection fields.
| Selection Field | Function |
|---|---|
 |
extends list of possible selections
 |
 |
fields, that are marked with a dot, allow for one option only (radio button) |
 |
square fields that are activated with a cross are usually used whenever there is more than one options allowed for (checkbox) |
Moving a window
To move a window, please position the cursor on the head bar and, left-click
(keep mouse-button pushed) and move the window (mouse). Position the window as
required and let go of the left mouse-button. Now, the window remains in its
position.
Adjusting window size
Modifying window size and shape makes it possible for you to view
multiple windows at once and to define, how much of the window you want
displayed. To adjust window size, position cursor right on a window edge or
corner. The cursor will now appear as a double-arrow. Keep left mouse-button
pushed and drag the frame in the required direction.
The buttons in the top right corner provide further options:
| Button | Function |
|---|---|
 |
shrinks window down to a button at the task bar top edge; if applied to main window, it will remain in task bar. (minimize) |
 |
enlarges window - fits window to entire desktop (maximize) |
 |
brings window to previous size; this button will be displayed after maximizing or minimizing |
 |
closes window without saving changes; if you want to save changes, press the OK-button or press floppy disk symbol |
Tool tips
Tool tips appear, whenever you place the cursor above an element
(button, input field, ...).
They inform you about the elements function and handling.
Drag&Drop
Drag&Drop makes it possible to position objects by dragging them
with the mouse.
The Drag&Drop function in ClassiX®
provides special insert modes:
| Cursor | Indication | Description |
|---|---|---|
 |
Cancel | For logical reasons, it is not possible to position the object here |
 |
Move | The object gets moved |
 |
Copy | The object gets copied |
 |
Move+Sibling | An object gets moved and at the same time sorted to a specific position at the destination |
 |
Copy+Sibling | An object gets copied and at the same time sorted to a specific position at the destination |
 |
Multiple Move | Multiple objects are moved |
 |
Multiple Copy | Multiple objects are copied |
Scroll bar
Scroll bars appear on the right and bottom edge of a window object, as
soon as its content is too big to be displayed completely.
Scroll bars are used with the mouse. Whenever you click on one of the arrows at
the end of each bar, the displayed content will move one row up/down/left/right.
Your current position will be shown by a rectangle. This rectangle's size
depends on displayed content. If you drag this rectangle to a different
position, this display changes accordingly. Clicking on the scroll bar above or
below the position rectangle makes the complete window content scroll up/down.
It is also possible to navigate with the keys (
)
above the cursor keys.
Context menu
Context menus contain commands, which can apply to the equivalent
current selection.
Right-clicking on a specific element calls an existent context menu:
Tree
Enables display of hierarchical structures and relations between objects.
 |
Key navigation: You can navigate the tree structure via numeric keyboard.
|
||||||||
|
Information: To save time when
generating a tree, use expansion signs ( |
The "table" is the list window core. It lists all according data.
Search/Filter
To make things
easier for your computer, the table is still empty after calling the window. To
display data, you need to enter a specific match code/number (item number/order
number) into the equivalent input field above the table. You might as well just
push the entry key to display unfiltered data. [Interaction]
Sorting
Clicking on a column
headline you can choose between an increasing or a decreasing ordered column.
The arrow next to the column headline makes this clear:
A sorting across
several columns can be achieved when clicking on the column headline in
combination with
.
Adjust column width
Whenever the cursor is right in between 2 column headlines, it appears as a
vertical line with two arrows pointing either side. In this position, you can change
the column left from the cursor by moving the cursor with pressed left
mouse-button left or right.
Double-clicking in this position makes the left column just wide
enough to fit all column elements.
Column order
You can adjust column order via column name Drag&Drop.
Selecting
You
can select joining or separate groups with
/
and the left mouse-button. Clicking on an element without a key-combination
at first cancels any existing selection. Clicking again selects the element
under the cursor.
Inside a list, it is also possible to navigate via arrow keys. The space bar
(de-)selects the current list entry.
Interaction
In case the table is
(actively) sorted, it is possible to navigate in the first column via alphabetic
keys: a series of entered characters will be considered as a text or part of a
text and searched for in the column. Double-click list entries and you will see,
that you can directly access data behind these business operations and branch
out from there. That way you can easily understand any requests. [Editing
Window]
Entry and text fields
Whenever the cursor is above a text- or an input field, it
appears as a vertical bar with two shorter horizontal bars on either
end. A flashing vertical bar inside the field indicates that it is
possible to start typing, as well as the current position.
In case there is no vertical bar in the field, it can be activated
by simply clicking on it.
Multilinguality:
ClassiX®
allows to switch between languages during runtime. The language can be selected
by clicking on the button with the equivalent flag. All elements - such as menu
headline or buttons - are immediately adjusted to the new language setting.
It is possible to switch between the different languages via PageUp, PageDown
keys on the keyboard. Changing the language via keyboard makes it possible to
directly enter the alternate text in the equivalent language. The
multilinguality symbol 
)
or
).
Register
Register simplify the
presentation of complex contents. Navigate easily between the single domains by clicking the equivalent tab.
Allows object selection from a list view. The window closes automatically after confirming with OK.
Working with ClassiX®,
you might come across this message.
The ClassiX® system
displays dialog windows to provide you with information, such as messages or
advice on your current activities. To continue working, you will need to end the
dialog by selecting <OK> or (if available) <Cancel>.
),
even if there is not sub-node, yet. In this case, the expansion sign simply
disappears when clicking on it.