Mauzy: /* Overview */

2014-11-25T12:39:56Z

‎Overview

Mauzy: Created page with "= Overview = '''Customise Main Screen''' '''Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs?''' '''ERP Main Screen'..."

2014-11-20T12:57:58Z

Created page with "= Overview = '''Customise Main Screen''' '''Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs?''' '''ERP Main Screen'..."

New page

= Overview =

'''Customise Main Screen'''

'''Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs?'''

'''ERP Main Screen''' can be fully customised for individual needs but you need to have appropriate '''Access Level''' to do this. Refer to your administrator.

'''How to customise the Main Screen in ERP?'''

* Open '''ERP'''.
* On the '''Main Screen''' Click '''Customise''' tab at the bottom of the screen. This will open '''Customise Main Menu''' window.
* On the upper Left of '''Customise Main Menu''' screen you will find '''Select menu category''', a drop down menu with all the modules listed and below it all the related functions.
* On the upper Right of '''Customise Main Menu''' screen you will find '''Select page to customise''', a drop down menu with all the modules listed. This list displays the buttons already loaded on the selected page.
* Highlight the button on the Left of the screen.
* Click on Single arrow forward button (>), or select from the left and '''Drag and Drop''' on the right side.
* If you want to add all; For Example all the appointments buttons from the '''Select menu category''' to the '''Select page to customise''', choose '''Appointments''' from the drop down menu and click the double arrow forward button to add all the buttons to the select page.
* Similarly, if you want to remove any button from the '''Select page to customise''' then you will highlight the button and click on the backward (<) arrow button. For all buttons to move use the double backward arrow button.
* You can change the position of the buttons by moving them up or down. Highlight the button and use the '''Up''' or '''Down''' hand buttons to place in the desired position.

'''To Add or Delete a Page'''

* Click on '''Add''' button.
* A small window will open up asking to Enter'''New Page Name'''.
* Once you name the page, it will automatically load into the '''Select page to customise'''.
* Now you can customise this page by adding function buttons.
* To '''Delete''' a page, click '''Delete''' button. This will remove a page. If the page has function buttons in it, a prompt message will appear confirming if you wish to delete.

Once you are finish customising the '''Main Menu''' you can copy it to different employees.

'''Copy to different employees'''

* Select the '''Copy To...''' tab from the top of screen.
* A list of all the employees will appear with '''check boxes'''. Tick in the boxes in front of each employee to select them.
* Click '''OK'''. This will copy the customised screen to all the selected employees.

Your '''Main Menu Screen''' will now include all your customised selection tabs and buttons.

* '''Note:''' A vertical scroll bar will appear when the number of tabs (on the left hand side of the main screen) does not fit on screen, this enables you to put as many tabs as you like and still have easy access to all.

* To revert back to the default '''Main Screen menu''' go into '''Customise''' and select the '''Default''' button found at the bottom of the screen. This will bring the '''Main Menu''' to original ERP default settings. The newly created pages will no longer exist once you click on '''default'''.

@@ Line 9: / Line 9: @@
 '''How to customise the Main Screen in ERP?'''
-* Open '''ERP'''.
+* On the '''Main Screen''' Click '''Customise''' tab at the bottom of the screen to open the  '''Customisation''' Screen.
-* On the '''Main Screen''' Click '''Customise''' tab at the bottom of the screen. This will open '''Customise Main Menu''' window.
 * On the upper Left of '''Customise Main Menu''' screen you will find '''Select menu category''', a drop down menu with all the modules listed and below it all the related functions.
 * On the upper Right of '''Customise Main Menu''' screen you will find '''Select page to customise''', a drop down menu with all the modules listed. This list displays the buttons already loaded on the selected page.

5. Customise Main Screen - Revision history

Mauzy: /* Overview */

Mauzy: Created page with "= Overview = '''Customise Main Screen''' '''Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs?''' '''ERP Main Screen'..."