Note: Request and bundle processing functionality is currently only supported in the Aeon Desktop Client and cannot be performed from the Aeon Web Client.
The Manage Bundles Form
You can view, edit, and manage Bundles from the Manage Bundles form in the Aeon Desktop Client. To access this form:
- Click the Manage tab in the Aeon Desktop Client.
- Click Bundles.
From this form, you can search for and view all Aeon Bundles, view the requests that are assigned to each Bundle, and edit bundle names and descriptions. You can also remove one or more requests from a Bundle.
Editing Bundle Name and Description
To edit a bundle's name and description:
- Go to the Manage tab in the Aeon Desktop Client and click Bundles.
- Search for the Bundle you wish to edit.
- Make any necessary edits in the text boxes within the Bundle Details box.
- Click Save Bundle to save the changes.
Viewing Bundle Information
Viewing Bundle Information on a Request List
From any request list in the Aeon Desktop Client, the Bundle ID, Bundle Name, and Bundle Description columns will display.
Bundle ID can be added to Transactions grids in the Aeon Web Client using custom staff layout profiles. For more information, see Managing Staff Accounts and Web Client Layouts Using the Staff Administration Page.
Viewing Bundle Information on a Request Form
The Bundle ID, Bundle Name, and Bundle Description fields can be added to the Request form in the Aeon Desktop Client. See Editing Form Layout for instructions.