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Intelli-Entry+ Unlimited Custom Indexing
Overview:
Included as part of GoldVisionPro's basic feature set, Intelli-Entry+
allows Administrators to easily define, present and capture custom information for categorizing documents, as well as indexing them
for quick and organized retrieval. Simple text files enable creating custom windows that open to confirm and/or request related information such as categories,
quantitites, dates, individuals, locations, terms, etc., etc. Intelli-Entry+
enables indexing a single item with multiple criteria, providing users with instant non-linear access, and the ability to
retrieve files by familiar categories, as well as defined values.
Indexing Forms List:
Available during or after the file-storage process, the
Indexing Forms window displays a master list of the available
Intelli-Enty+ forms, This list can be expanded and contracted to
display categories of lists for ease of user selection.
As many forms as are needed can be included. In use, multiple items can be selected at one time, allowing for inclusion of
common items in a variety of uses. When presented, items are ordered in the sequence they were selected from the Indexing
Forms list.
As with other customizable features of GoldVisionPro such as
Intelli-Note,
Intelli-Processing,
Intelli-Search,
Intelli-Tracking Workflows,
the power of Intelli-Entry+ is that
it provides a highly customizable and flexible environment, adaptable across a broad variety of business uses.
Intelli-Entry+ examples
Items can be pre-defined for default values and formats, such as the current date or the file date,
or some common base number.
Subsequent items can have values based on a previous item's value [dependent items], and include
calculations.
Drop-down calendars and lists of specific values for user selection, are easily incorporated.
GoldMine F2 Lookup lists can be designated as the value lists.
Items can be designated as "required" input in order to proceed, or have just a reminder prompt when missing.
With the optional
V_SRCH
capability in the
VisionPak-Xtended
tool set, lists can dynamically present all the values returned by a custom SQL query.
An unlimited number of custom items can be incorporated, without any record changes or additional fields.
[In the example to the right, the TRADE_DATE is set to the current date, and the dependent SETTLE-DATE is set
to the TRADE_DATE + 3 Business days.]
Each item can have a completely different type of value.
Each item also can have its own designated auto-format, to re-form user-input to match familiar items such as reference numbers and
characters used for Invoices, Sales Orders, Policy and Claim IDs, licenses, registrations, etc., etc.
Integration with other Intelli-Features:
The Intelli-Entry+ custom indexing also integrates with other
Intelli-features in GoldVisionPro.