How to open more than one screen/window at a time in Site Link (2 separate accounts open same time)?

Midgard_BB45

If I'm typing an important note in one account and suddenly a separate tenant comes in office to pay, I am unable to minimize the account window I am typing the important note in and then open the account window of the tenant who has come to pay, at the same time.  I have to close the window I'm taking down the important note to be able to open the paying tenants account window and once all that is done employees likely forget about the note and having to go back and retype your thoughts.....  I've yet to find a way to do this in SiteLink, and would love to be told how if such an operation exists...... If none such exists, PLEASE Developers make this function possible within the software!!

themage

Software wise, I haven't found a workaround, but I do have a method that works for us.

We have a separate PC that mostly handles the gate operations, but it has to have Sitelink running on it anyway. Any of the other office computers can remotely access the gate computer in a new window and use that instance of Sitelink when their own instance is busy.

It is overkill for offices with only one computer, but if you have more than one, it isn't too difficult to set up a remote connection.

As I understand it, multiple instances of Sitelink on the same computer will cause issues when trying to access the database, so just isn't a great idea from a software perspective.

Dtinfla

That IS frustrating!  It's happened to me many times.  Fortunately, we have a 2nd computer in the office.  One possible solution, if you know it's going to be a lengthy note, is to type it in Microsoft word so you can minimize that when another customer comes in, then copy + paste into sitelink. 

CVSSSTORAGE

I just tell the customer who comes in the office to hold on one second since I am forgetful I have to finish this note. They are normally ok to wait.

87ambie

I like to keep myHub at the ready for situations like this. If I'm in the middle of something and I don't want to lose my progress (or have to leave multiple notes) at least I can open the account of the customer that just walked in or called fairly quickly. 

JayBee

The workaround I use for this frustrating issue is to highlight and copy what I've typed and close the account.  Then when I go back to the account where I was typing the notes I hit paste... tada!

CVSSSTORAGE

@JayBee so simple yet I didn't think of that lol

Faye

JayBee said:

The workaround I use for this frustrating issue is to highlight and copy what I've typed and close the account.  Then when I go back to the account where I was typing the notes I hit paste... tada!

Please tell me how to do that. I'm not able to copy any note text unless I save it 1st.

CVSSSTORAGE

@Faye
if you take your mouse and left click and drag it across everything you want saved and hold control c or right click and click copy and then get out of that screen it will ask if you want to save hit no then when you go back hit control v (ctrl) or right click and select paste all of what you copied will be there 

Faye

CVSSSTORAGE said:

@Faye
if you take your mouse and left click and drag it across everything you want saved and hold control c or right click and click copy and then get out of that screen it will ask if you want to save hit no then when you go back hit control v (ctrl) or right click and select paste all of what you copied will be there 

I do not get the "copy option" only "paste option".

ESS

The only option is to paste when in a tenant's notes, unless the note has previously been typed and saved before. This is why I am so grateful we have 2 computers here. Either that, or I will save what I have typed in and go back and type: "continued from previous note...". Most customers are understanding though and will wait for me to finish to pull up their account.

CVSSSTORAGE

@Faye
then do the other option highlight everything and hit ctrl and c at the same time this copies, then to paste ctrl and v at the same time 

Faye

CVSSSTORAGE said:

@Faye
then do the other option highlight everything and hit ctrl and c at the same time this copies, then to paste ctrl and v at the same time 

That works!!! Yippie!!!! 
Thank you very much!

CVSSSTORAGE

yay!

ESS

CVSSSTORAGE said:

@Faye
then do the other option highlight everything and hit ctrl and c at the same time this copies, then to paste ctrl and v at the same time 

I learned something new today!! Thank you!!

CVSSSTORAGE

@ESS
my son taught me that a few years ago and it has been a life saver

Orkocean

Time to blow some minds then... lol...

Control - A = select all - no need to use mouse to highlight if you're doing the entire writing. 
Control - Backpace = delete an entire word, not just a letter.

I live and breath the Ctrl A / Ctrl C / Ctrl V combo when i'm working on multiple spreadsheets

MamaDuke7

Orkocean said:

I live and breath the Ctrl A / Ctrl C / Ctrl V combo when i'm working on multiple spreadsheets

Me, too.  I forget that some people don't know about these functions because they are second nature to me.  I always feel bad when I realize that I could have helped by giving someone this info!

i43storage

I'm suddenly having flashbacks to clicking Shift+F7 to print my document in WordPerfect.

Faye

I Love this! Keep going lol

CVSSSTORAGE

@Faye
it makes everything so easy! 

Orkocean

Well I mean... the one as a young gamer back in the early online chat days that I loved to share with people online when they needed help was good old "alt-f4" as the answer to fix whatever their problem was

i43storage

Orkocean said:

Well I mean... the one as a young gamer back in the early online chat days that I loved to share with people online when they needed help was good old "alt-f4" as the answer to fix whatever their problem was

Oooh - nasty.