Difference between revisions of "15 Personal Preferences"
From TrueERP wiki
Simon Clive (Talk | contribs) (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:...") |
Simon Clive (Talk | contribs) |
||
| (3 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| + | '''Personal Preferences''' | ||
| − | + | Do you know how to set the personal Preferences for each Employee? | |
| − | Preferences | + | |
| − | + | From the '''Main Screen''' select the '''Employee''' Button then select the '''Personal Preferences''' Button '''or''' from the '''Top Menu''' bar 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 ''' | |
| − | + | ||
| − | + | *'''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> | |
| − | Load POS at Logon - Load POS interface automatically at logon for employees who mainly use POS | + | *'''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> | |
| − | Show Print Dialog - Display the system Print Dialog whenever printing - Allows selection of alternate printer | + | *''' User Default Lists Search Selection Colour''' - Select the preferred background colour for list items that meet your search criteria. |
| − | Show Preview - Show a preview of documents when printing. | + | *'''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. <br> | |
| − | Enable Department Warning - If enabled, a warning will display whenever an employee tries to create a | + | *'''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. | |
| − | + | ||
| − | + | ||
| − | Email - Prompt for | + | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | User Default Lists Search Selection Colour - Select the preferred background colour for list items that meet | + | |
| − | + | ||
| − | + | ||
| − | 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 | + | |
| − | + | ||
| − | + | ||
| − | Active Windows | + | |
| − | + | ||
| − | Auto-popup - A list of active windows will display in a popup window at the bottom of your screen. | + | |
| − | + | ||
| − | Click on Status - A list of active windows will display in a popup window at the bottom of your screen. | + | |
| − | + | ||
| − | + | ||
| − | 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 | + | |
| − | + | ||
| − | + | ||
| − | Don't Show Reminders after days overdue | + | |
| − | Hide reminders that have not been completed after a selected number of days. | + | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | Roster / Calendar Clock | + | |
| − | Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. | + | |
Latest revision as of 13:32, 11 July 2011
Personal Preferences
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 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
- Load POS at Logon - Load POS interface automatically at logon for employees who mainly use POS.
- 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
- 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.
- Show Video Menu at Startup - Displays the Training Video menu after logging in.
- 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.
- Roster / Calendar Clock - Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.
