Self-help Support

While you are using the Genie program you can utilise Genie's inbuilt contextual help. This allows you to bring up the relevant pages of the Genie Manual based on the area of the program you are in. For example if you are within a new invoice window and access the contextual help by selecting File > Help, Genie will automatically open the 'Creating an Invoice' page of the manual.

The Genie Manual is updated regularly as new program features are added and changes are made.  As well as being available from our website the manual can be accessed from a number of areas within the program :

1. By going to File > Help.
2. By selecting the 'help icon' within the Appointment Book. Clicking this button will open a PDF copy of the manual on your local machine. Holding down the Alt/Option key on your keyboard first will open the interactive online version of the manual.

Once the Genie Manual is open, you can browse through the chapters in the Contents tab or Index page by clicking on the desired section.

If you are unsure of where to find the information you require, you can select the search tab and enter a keyword into the search bar then scroll through the results.

Genie Guides are articles that have been created to assist Genie users with various topics. These guides can be accessed within Genie by going to Special > Software Updates > PDFs tab. If you find a guide that you think will be useful, tick the square that is located to the left side of the guide name (as shown below):

When you have selected the guide/s that you wish to view, select  located in the bottom right corner of the window. Once the guide has been installed, it should open in the default PDF viewer program that has been chosen on the machine.

Genie automatically saves the PDF document within the Genie folder on the machine (C://Genie for Windows and Macintosh HD:Applications:Genie for Macintosh). If you wish to save the guide elsewhere on your machine, you can do so by going to File > Save As, once the guide has opened or by navigating to the above-mentioned folder and copying it to the desired location.

Note:

• Once installed, the done column in the window will be ticked automatically
• If you select more than one guide in the PDF tab of the Software Updates window, the blue button will change from Install 1 Item to Install X Items. This button should always display the number of guides that have been selected to install.
• If the 'Install' button is greyed out, check that you have selected the column to the left of the guide, not the right (the done column).

When you want to know something who better to turn to them your friends and colleagues for advice? Think of the Genie Messageboard as a virtual home for these helpful friends where you can ask for a helping hand. Search through existing topics and conversations or post a new question and wait to hear all the useful resolutions offered up by community members.

 

The Notification Centre is your home for all of our important notifications including release notes, version showcases and planned outages. If you select to 'Follow' the General Notification section you will receive an email each time a new article is posted so you can always keep track of what's happening in the land of Genie!

If you've exhausted all of the above options in an attempt to answer your query than never fear - Genie Support is here to help. You can contact the Genie Support team via email or phone for further assistance.