Intelli-Text

The Intelli-Text feature allows you to access features and reports by entering a keyword or report number on the Millennium Intelli-Text Control window.

You can access the Millennium Intelli-Text Control window by pressing Alt+I or clicking on the toolbar.

The Millennium Intelli-Text Control window features three fields that allow you to access a feature or report.

• Type your intelli-text here field

  The Type your intelli-text here field allows you to type a keyword for feature, such as "APPT" for the Appointment Book or "REG" for the Register.  Once you type a keyword, press Enter twice to access the selected feature.  

  You can type the following keywords in this field.

  Keyword	Accesses	Purpose
  APPT	Appointment Book	Schedule or update an appointment.
  BLOCK	Employee Block Time window	Block time off for breaks and meetings.
  BUSIN	Business Information window	Define Millennium preferences and configure peripheral devices.
  CLIEN	Client Information window	Define or update a client profile.
  CONFI	Appointment Confirmations window	Send confirmations to clients with an upcoming appointment.
  COUNT	Inventory Count window	Record or update the results of a physical inventory count.
  DRAW	–	Fires open the cash drawer.
  EMP	Employee Information window	Define or update an employee profile.
  FORM	Form Letters window	Create emails, text messages, and letters to notify clients about upcoming appointments or promotions.
  HELP	Millennium User Guide	Learn how to use Millennium more effectively.
  LOG	Activity Log	Analyze user activity in Millennium.
  LOGIN	Login window	Log out from Millennium so that another user can log in.
  MEMO	Memo Pad window	Record notes that you want to reference at a later time.
  MONIT	Appointment Monitoring Station	View real-time information on appointments, goal achievement, and sales.
  OPEN	Status window	Open or close the Register.
  PAY	Pay-in/Pay-out Tracking window	Pay cash or checks into the cash drawer or remove cash from the drawer to cover expenses.
  PCLAS	Product Classes window	Define or update a product class.
  PEND	Pending Cancellation window	View the clients that are on standby for an appointment today.
  PO	Purchase Order window	Create, update, or receive a purchase order.
  POINT	Client Points/Rewards window	Create or update promotions where clients can earn reward points on qualifying purchases.
  POST	Post Cards window	Create promotional postcards and mailing labels.
  PPRIC	Product Pricing window	Look up product prices.
  PROD	Product Definitions window	Define or update a product record.
  REG	Register	Ring up a sale or process a refund.
  REPOR	Reports & Graphs window	Run a report.
  SCAN	Scan for Opening window	Schedule an appointment in the next available opening on the specified date.
  SCHED	Employee Schedules window	View, define, or update employee schedules.
  SCLAS	Service Classes window	Define or update a service class.
  SECUR	Security Administration window	View or update the features that each security group has permission to access.
  SERV	Service Definitions window	Define or update a service record.
  SPRIC	Service Price window	Look up service prices.
  STAND	Standing Appointments window	Schedule a standing appointment for a client that comes in to receive the same service at a regular interval.
  STATS	Sales Statistics window	Compare the sales today, this week, this month, this quarter, and this year with the sales last week, last month, last quarter, and last year.
  TASK	Task Manager	Set a task for yourself or another employee, or mark one of your tasks complete.
  TIME	Employee Timeclock window	Punch in or out for work and breaks.
  TOPP	Top N/Bottom N window	Analyze the best and worst selling products.
  TOPS	Top N/Bottom N window	Analyze the best and worst selling services.
  USER	User Login Maintenance window	Define or update a user login.
  VALUE	Inventory Value window	View the current value of your product inventory.

   

• OR type a report number here field

  The OR type a report number here field allows you to type the identifying number for a report, such as "MR080" (Register Summary) or "MA200" (Growth Indicators Analysis).  Once you type a report number, press Enter twice to access the report on the Reports & Graphs window.

   

• OR type text to search report descriptions field

  The OR type text to search report descriptions field allows you to type a keyword to display a list of reports that have the keyword featured in their report description.  

  Example:  Type "retention" to display a list of client retention reports.

  Once you type a keyword, press Enter to display a list of search results with matching reports.  Double-click one of the reports in the list to access the display options for that report on the Reports & Graphs window.

   

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