Non-supported ReleaseNon-supported Release
ECI no longer supports this version of e-automate, and this version of the online help is no longer being updated. ECI recommends upgrading to the current release. Contact your account manager for more information.

Additional Info - More Information

While editing a service contract, you can view more information about the service contract by doing the following:

Click the [More info] button to open a "More Information" window.

Note: The system names this window based on the list selected in the window's Available Lists field. If you select a different list, the system updates the name of this window accordingly.

Using the "More Information" window, do any of the following:

To display a different list, in the Available Lists field, use the drop-down menu to select a list.

To filter the list of records to display, use the QuickSearch functionality. For more information on using the QuickSearch, see the Using the QuickSearch topic.

To view notes for the record selected in the list, click the [Notes] button. For more information, see the Using E-automate Notes topic.

To export the information from the display in an on-premise environment, do the following:

Click the [Export] button. The system opens a Save As window, defaults the save as location to be your Documents folder, populates the File name field with a default file name, and gives you the option to set the Save as type to Excel Workbook (*.xlsx), CSV (*.csv), OpenDocument Spreadsheet (*.ods), or HTML (*.html).

Using the Save As window, do the following:

To use the default save as location, make no change; to save the file to a different folder location, navigate to the location where you want to save the file.

In the File name field, enter a name for this export file, or make no change to use the name displayed.

Note: The system defaults the file name to [Available List Name] (e.g., Customer invoices) if you did not perform a QuickSearch before exporting the data or to [Available List Name] - Filtered by QuickSearch.csv (e.g., Customer invoices - Filtered by QuickSearch) if you did perform a QuickSearch before exporting the data. If you keep the default file name and the system detects that a file with that name already exists, the system will alert you to see if you want to overwrite the file or choose a different file name.

In the Save as type field, make no change to use Excel Workbook (*.xlsx), the default setting, or select one of the following file format types: CSV (*.csv), OpenDocument Spreadsheet (*.ods), or HTML (*.html).

Click the [Save] button to save the file.

When finished, click the [Close] button to close the "More Information" window.