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Using Datatel UI

Learn how to use Datatel's new User Interface (UI) with Benefactor or Colleague. This course shows you how to accomplish various tasks, such as logging in, navigating through forms (previously knows as screens), and using the new buttons.

  1. Logging In (and Out)

  2. Find That Form

  3. Anatomy of a Form

  4. No More Function Keys!

  5. Retrieving the Right Record

  6. Even More Bonus Buttons

  7. Favorites!

  8. Browsing Reports

  9. eXcellent Custom Programs

  10. Troubleshooting

Other Resources:

UI Keyboard Shortcuts - pdf - html
Lookup Tricks and Shortcuts - html
How to copy and paste in the Terminal window (chapter 9)
Datatel UI Training Evaluation form - pdf
Datatel UI manual - in KnightVision Organization

If you do not already have Datatel UI installed, contact your IS support person about installing it today!

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