Navigating 

You can navigate through the hierarchy of clients, plans, rules, transactions and segments.  Movable windows make it easy to access configuration functionality and to customize the interface to your personal preference.  

 

Rules Palette with navigation options highlighed

 

Navigating Between Tabs

When you select a new rule to be displayed in the Configuration Area, the previous rule is made available via a tab above the Configuration Area.  The down pointing arrow button on the top right side of the screen also allows you to toggle between rules.  

 

You can use the double arrow button left and right directional arrows  located in the upper right corner of the screen to open tabs if they are not visible on the pane. You can move back and forth between tabs in either direction by clicking on the respective left/right arrows.

 

Tabbing system highlighted on screen