15 Personal Preferences - Revision history

Simon Clive at 02:32, 11 July 2011

2011-07-11T02:32:21Z

Simon Clive at 02:31, 11 July 2011

2011-07-11T02:31:37Z

Simon Clive at 02:30, 11 July 2011

2011-07-11T02:30:24Z

Simon Clive at 02:28, 11 July 2011

2011-07-11T02:28:19Z

Simon Clive: Created page with " Personal Preferences Do you know how to set the personal Preferences for each Employee? From Main Screen select the employee Tab then select the Personal Preferences Button:..."

2011-06-27T03:45:29Z

Created page with " Personal Preferences Do you know how to set the personal Preferences for each Employee? From Main Screen select the employee Tab then select the Personal Preferences Button:..."

New page

Personal
Preferences

Do you know how to set the personal Preferences for each Employee?

From Main Screen select the employee Tab then select the Personal Preferences Button: or Top menu bar and
select Utilities => preferences => employee tab

To access particular areas in preferences click on drop down menu at top left under Search or use the red Scroll
bar to the right of screen.

General

Load POS at Logon - Load POS interface automatically at logon for employees who mainly use POS
Payroll Access - Display or hide payroll related screens. This does not overide Payroll access levels, it only
controls the screens displayed.
Call Alert - When integrated with your PABX ERP will alert you of incoming calls and display the callers details
if they are an existing customer or supplier
Show Print Dialog - Display the system Print Dialog whenever printing - Allows selection of alternate printer
Show Preview - Show a preview of documents when printing. This also allows access to modify printouts
via Report Options
Enable Department Warning - If enabled, a warning will display whenever an employee tries to create a
transaction on a product not associated with the employee's Department
Use Client Acc No. on Payments - This changes the Customer look up box in Customer Payments to
Customer Account No by default. This option allows the employee to process payment by account number
instead of Customer name.
Override Department Auto Smart Orders - If enabled, the employee will be able to create Smart Orders for
products not associated with the employee's Department
Email - Prompt for Attachments - When sending emails via the ERP Email/Fax server, ERP will ask if you
wish to send an attachment. This is not required to be selected if using an Email Client such as Outlook
Show Intro Forms - By default intro forms are shown when you select tabs in the main screen. These can be
turned off individually after they have been displayed or they can all be turned on or off here. RESET will reset all
intro forms for this employee
User Default Setting Font, Row Size etc for Lists - Set List Defaults will display a typical list. Select
Customise and you can set the default Fonts, Grid Lines and row colours for the employee
User Default Lists Search Selection Colour - Select the preferred background colour for list items that meet
your search criteria.

Default Employee's List Date Range
Select the number of days both into the past and into the future that you wish to display by default in reports
and lists

Active Windows
Off - Don't show minimised or hidden windows
Auto-popup - A list of active windows will display in a popup window at the bottom of your screen. Popup is
always on if there are any active screens
Click on Status - A list of active windows will display in a popup window at the bottom of your screen. Popup
is activated by left clicking the ERP task bar

Days in Advance for Reminder to Appear
From the list displayed select the items that you wish to be reminded of and the number of days advance warning
that you require for the reminded activity

Don't Show Reminders after days overdue
Hide reminders that have not been completed after a selected number of days. This is generally not good practice.
In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date.

Popup Reminders Turn on popup reminders for the selected items. If not selected, reminders are still allowed but will
not display in a popup window. The following items can be selected
To Do's
Marketing Followup
Messages

Roster / Calendar Clock
Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.

@@ Line 3: / Line 3: @@
 Do you know how to set the personal Preferences for each Employee?
-From the'''Main Screen''' select the '''Employee''' Button then select the '''Personal Preferences''' Button '''or''' from the '''Top Menu''' bar&nbsp; select '''Utilities''' - '''Preferences''' - '''Employee.'''
+From the '''Main Screen''' select the '''Employee''' Button then select the '''Personal Preferences''' Button '''or''' from the '''Top Menu''' bar&nbsp; select '''Utilities''' - '''Preferences''' - '''Employee.'''
 To access particular areas in '''Preferences''' click on the drop down menu at top left under '''Search''' or use the '''Red Scroll''' bar to the right of screen.
 '''General '''

@@ Line 7: / Line 7: @@
 To access particular areas in '''Preferences''' click on the drop down menu at top left under '''Search''' or use the '''Red Scroll''' bar to the right of screen.
-'''Default Employee's List Date Range -''' Select the number of days both into the past and into the future that you wish to display by default in reports and lists
 '''General '''
@@ Line 17: / Line 17: @@
 *'''Email - Prompt for Attatchments''' When sending emails via the ERP Email/Fax server, ERP will ask if you wish to send an attachment. This is not required to be selected if using an Email Client such as Outlook
 *'''Payroll Access''' - Display or hide payroll related screens. This does not overide Payroll access levels, it only controls the screens displayed. <br>
 *'''Show Video Menu at Startup''' - Displays the Training Video menu after logging in.<br>
 *'''&nbsp;User Default Lists Search Selection Colour''' - Select the preferred background colour for list items that meet your search criteria.
 *'''Active Windows - Off''' Don't show minimised or hidden windows. <br>
 *'''Auto-popup''' - A list of active windows will display in a popup window at the bottom of your screen. Popup is always on if there are any active screens <br>

@@ Line 1: / Line 1: @@
 '''Personal Preferences'''
 Do you know how to set the personal Preferences for each Employee?
@@ Line 9: / Line 9: @@
 '''Default Employee's List Date Range -''' Select the number of days both into the past and into the future that you wish to display by default in reports and lists
 '''General '''
 *'''Load POS at Logon''' - Load POS interface automatically at logon for employees who mainly use POS.<br>
 *'''Show Print Dialog''' - Display the system Print Dialog whenever printing - Allows selection of alternate printer <br>
 *'''Show Preview''' - Show a preview of documents when printing. This also allows access to modify printouts via Report Options
 *'''Enable Department Warning''' - If enabled, a warning will display whenever an employee tries to create a transaction on a product not associated with the employee's Department
 *'''Email - Prompt for Attatchments''' When sending emails via the ERP Email/Fax server, ERP will ask if you wish to send an attachment. This is not required to be selected if using an Email Client such as Outlook
 *'''Payroll Access''' - Display or hide payroll related screens. This does not overide Payroll access levels, it only controls the screens displayed. <br>
-*'''
+*'''Show Video Menu at Startup''' - Displays the Training Video menu after logging in.<br>
 *'''&nbsp;User Default Lists Search Selection Colour''' - Select the preferred background colour for list items that meet your search criteria.
 *'''Active Windows - Off''' Don't show minimised or hidden windows. <br>
 *'''Auto-popup''' - A list of active windows will display in a popup window at the bottom of your screen. Popup is always on if there are any active screens <br>
 *'''Click on Status''' - A list of active windows will display in a popup window at the bottom of your screen. '''Popup''' is activated by left clicking the ERP task bar
 *'''Days in Advance for Reminder to Appear -''' From the list displayed select the items that you wish to be reminded of and the number of days advance warning that you require for the reminded activity
 *'''Don't Show Reminders after days overdue''' - Hide reminders that have not been completed after a selected number of days. This is generally not good practice. In most cases it is preferable that a reminder should either be flagged as completed or rescheduled to a future date.<br>
 *'''Roster / Calendar Clock''' - Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.