New

• Resets the form and creates a new record for saving.

Save

• Updates an existing record or inserts a new one.

Search

• Searches for a company record to view or modify.

• This action loads sub-records such as:

  • Address

  • Bank Data

  • Contacts

  • Active modules (e.g., Protocols, Meetings, Orders, etc.)

History

• Displays a dialog showing previous changes made to the currently loaded record.

Search for Contacts

• Allows users to search for contacts.

• Based on the selected contact, users can load associated CRM data.

Search for Documents

• Searches across all CRM and ERP modules for assigned documents.

• When a document is selected, the associated record is opened, and the document is displayed.

Show Reports

• Displays system reports such as:

  • Sales Reports

  • Financial Reports

  • Previews

Delete Records

• Deletes the currently selected record.

Load Products Module

• Opens the Product/Warehouse module.

Load Accounting Module

• Opens the Accounting module.

Load Invoice Module

• Opens the Invoice module.

Export Data

• Exports data in CSV format.

Open Built-in Terminal

• Opens the EBI Neutrino built-in terminal for executing Groovy scripts.

System Settings

• Opens the EBI Neutrino system and report settings interface.