Version 5.0

The User Preferences allow you to set your defaults and customize some aspects of CLIFF.

To Change Your Preferences

Click on the button in the Personal Toolbar at the top of the Web Browser window. The user preferences window is displayed.

Keyboard Shortcuts

Keyboard shortcuts is a sequence of keys you press to initiate a function. Almost every application on your computer has these shortcuts, shown beside the command in the menu. Web browsers have two sets of keyboard shortcuts to contend with, their own for accessing menu items, and the shortcuts in the web site or web application they are displaying. To access the desired set of shortcuts, the web browser will use different key combinations. For example in Firefox on Windows the key sequence Ctrl+P will invoke the FireFox command.

The User Toolbar across the top provides access to functions for configuring your personal settings in CLIFF.

• Messages - Click to view messages sent to you or to send messages to others.
• Current Office - The office you are currently logged in as. You may change your current office by selecting another from the drop-down list. You may define your default Office in the User Preferences.
  

The CLIFF Toolbar down the left side of the browser window provides access to all the CLIFF functions for accessing and modifying data in your CLIFF database. Clicking on an icon on the toolbar will either display a sub-menu, or open a new window displaying the selected function. Icons with a small inverted triangle will display a sub-menu. The following diagram shows each function with a brief description after the diagram.

NOTE: The access level of your account may not allow you access to all of these functions so some buttons or menu options may not be visible.

The primary CLIFF interface is comprised of three basic components:

The CLIFF toolbar down the left side of the browser window providing access to all the CLIFF functions for accessing and modifying data

The Personal toolbar across the top provides access to functions for configuring your personal settings in CLIFF

There are many changes in CLIFF version 5, however the basic functions of entering Logs, Referrals, and Searches are unchanged. CLIFF 5 is web-based, which means that you access it through your web browser. There is no longer a CLIFF icon and corresponding software on your desktop. You can, however, create a bookmark in your web browser to take you quickly to the log-on page.

In the a web-based interface, several functions in CLIFF remain the same, or are similar, but the interface is different. For example: marking records to create a custom selections. These changes, and others, are explained in the CLIFF Interface section of Getting Started.

Other major changes in CLIFF version 5:

Interface:

There are no pull-down menus("File", "Edit", "Special", etc). Everything is available from the CLIFF Tool bar on the left, the Personal Toolbar at the top, and data toolbar above the data area.

The user accounts in your Organization are managed through the User Accounts list which gives you access to creating, modifying, and deleting accounts.

To Open the User Accounts window

1. Choose User Accounts from the Administration menu. The following window is displayed.
   

   
   

Locked Log Fields

Select the fields that will be locked to updates by offices other than the owner of the Log.

The Log Exchange feature of CLIFF provides an interface between your CLIFF database and other CLIFF databases allowing you to create and send Referrals to other databases. Each "external" Referral you create sends a copy of your Log and its attachments to the other database. If the receiving CLIFF database accepts the Referral, a new Log with your Referral is created in their database. When they complete their Referral and close the Log, your Referral is automatically updated.