Main toolbar and keyboard shortcuts

Save

F1

Allows you to save the changes you made.

Insert

F2

Allows you to add a blank record.

Delete

F3

Allows you to delete the current record.

Begin a search

F4

When you press this button, the search mode is active, and all the fields for which you can perform a research become green. At the opening of a window, the search mode is sometimes enabled by default.

Keywords research

In the window where it is accessible, this icon allows you to search using keywords

Refresh

Updates the data in the selected area of the window.

Clear fields

F4

In search mode, it allows you to erase the content of  all the fields in the window.

Execute a search

F5

After having entered a search criterion in a green field, click on this icon to launch research.

Perform a search or refresh data

F5

After having entered a criteria in a green field, click on this icon to start the search.

Filter selection

F7

Allows you to choose one of the recurring filters which has been configured according to the selected area with the mouse.

Remove filters

Remove all filters applied in the window.

Filter configuration

F8

Allows you to configure a recurring filter.

Search result in list form

F9

Allows you to view the results of your search in the form of a list. By clicking on one of the items, the active window will display the selected record. This list will remain open in the background, until it is closed by the user.

First record

Ctrl + Home

Allows you to navigate to the first record in the list.

Previous record

Ctrl + PgUp

Allows you to navigate to the previous record in the list.

Next record

Ctrl + PgDn

Allows you to navigate to the next record in the list.

Last record

Ctrl + End

Allows you to navigate to the last record in the list.

Communications history

F11

Displays the list of all communications regarding a record, for example, a candidate or a client.

SMS/Email 

Allows you to send a SMS or an email.

Phone communications

Allows you to make or receive a call, display the call summary window and end the call.

Tasks and events

F10

Allows you to open the window “Events and tasks management". In this window, you can see the events and tasks related to the previously selected record.

View the changes history

F12

Allows you to display the list of changes that have been recorded on the candidate, the client, the replacement, etc. according to the window where you are.

Import

Allows data import.

Export

Allows data export.

Report

Allows the display of different reports according to the window where you use this icon.

« If you use this icon from the "Menu" tab of the main window of PRIM, make sure the display settings of the selected report are in conformity.

For example, it is possible that PRIM does not find data to display if the criteria are not correctly entered in the fields of the column " Value".

Calculator

Open the Windows calculator.

Calendar

Open the software calendar.

Window security settings

Allows access to the current window security configuration. Active only for users that are part of the security group "ADMIN".

Help

Allows you to display the online help to users according to the window where you are.