Personal tools

Difference between revisions of "4 Customise Main Screen"

From TrueERP wiki

Jump to: navigation, search
 
Line 1: Line 1:
−
'''ERP Main Screen'''
+
'''ERP Main Screen'''  
  
−
Do you know how to fully customize the ERP Main Screen for your individual needs?  
+
Do you know how to fully customize the ERP Main Screen for your individual needs? Although, you will need to have the appropriate access levels to do this. Check with your administrator.
  
−
Depending on levels of access already defined you can customise the screen to suite the individual. <br>
+
. <br>'''How to customise the main screen in True ERP'''
  
−
Select the '''Customise Tab''' at the bottom of the screen. On the upper Left of the screen you will find '''Select menu category'''
+
Open the Main Screen in ERP
−
On the upper Right of the screen you will find '''Select Page to Customise''' drop down menu list.&nbsp; (This list displays the buttons already loaded onto the selected page).
+
  
−
Within both of the above you will also have a drop down menu available to select from. To add a button to your selected page highlight the button in the left of the screen and then click on the single-arrow forward key (&gt;), or 'Drag and Drop' the button using your left mouse click. If you want to add all, eg. all the Appointment buttons from the select menu category to the selected page, choose Appointments from the drop down menu then click the double-arrow forward key to add these buttons to the selected page. Note: This principal works the same in reverse i.e. right to left You can move the position of any 'Selected Button' by highlighting the button and use the Up or Down Hand Buttons to place in position desired. To add a new page click on the Add tab, then name the new page, then press OK. The page will automatically load into the 'Select page to Customise', ready for your button selection. To delete a page click on the Delete button and this will remove a page, if the page contains buttons a prompt will appear confirming if you wish to delete. Now the Main Menu has been customised you can copy this to different employees.  
+
Select the '''Customise Tab''' at the bottom of the screen.  
  
−
* Select the 'Copy To.....' tab at top of screen * Click on the drop down menu to select employee * Then click OK  
+
On the upper Left of the screen you will find '''Select menu category'''
 +
 
 +
On the upper Right of the screen you will find '''Select Page to Customise''' drop down menu list.&nbsp; (This list displays the buttons already loaded onto the selected page).
 +
 
 +
Within both of the above you will also have a drop down menu available to select from.
 +
 
 +
 
 +
'''To add a button to your selected page'''
 +
 
 +
'''Highlight '''the button in the left of the screen and then click on the single-arrow forward key (&gt;), or 'Drag and Drop' the button using your left mouse click. If you want to add all, eg. all the Appointment buttons from the select menu category to the selected page,
 +
 
 +
'''choose '''Appointments from the drop down menu&nbsp;
 +
 
 +
'''Click '''the double-arrow forward key to add these buttons to the selected page.
 +
 
 +
Note: This principal works the same in reverse i.e. right to left You can move the position of any 'Selected Button' by highlighting the button and use the Up or Down Hand Buttons to place in position desired.
 +
 
 +
 
 +
 
 +
'''To add a new page'''
 +
 
 +
Click on the Add tab,
 +
 
 +
then in the&nbsp;name of the new page, then press OK. The page will automatically load into the 'Select page to Customise', ready for your button selection. To delete a page click on the Delete button and this will remove a page, if the page contains buttons a prompt will appear confirming if you wish to delete.
 +
 
 +
Now the Main Menu has been customised you can copy this to different employees.
 +
 
 +
 
 +
 
 +
'''Copy to different employees'''
 +
 
 +
Select the 'Copy To.....' tab at top of screen  
 +
 
 +
Click on the drop down menu to select employee  
 +
 
 +
Then click OK  
  
 
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) in the list does not fit on screen, this enables you to put as many tabs as you like and still have easy access to them all.  
 
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) in the list does not fit on screen, this enables you to put as many tabs as you like and still have easy access to them all.  
  
 
'''N.B.''' To revert back to the default '''Main Screen''' menu go into Customise and select the '''Default''' button found at the botton of the screen. The main menu will consist of the original ERP default settings. The newly created selected pages will no longer exist if the default button is selected.
 
'''N.B.''' To revert back to the default '''Main Screen''' menu go into Customise and select the '''Default''' button found at the botton of the screen. The main menu will consist of the original ERP default settings. The newly created selected pages will no longer exist if the default button is selected.

Latest revision as of 06:36, 25 November 2011

ERP Main Screen

Do you know how to fully customize the ERP Main Screen for your individual needs? Although, you will need to have the appropriate access levels to do this. Check with your administrator.

.
How to customise the main screen in True ERP

Open the Main Screen in ERP

Select the Customise Tab at the bottom of the screen.

On the upper Left of the screen you will find Select menu category

On the upper Right of the screen you will find Select Page to Customise drop down menu list.  (This list displays the buttons already loaded onto the selected page).

Within both of the above you will also have a drop down menu available to select from.


To add a button to your selected page

Highlight the button in the left of the screen and then click on the single-arrow forward key (>), or 'Drag and Drop' the button using your left mouse click. If you want to add all, eg. all the Appointment buttons from the select menu category to the selected page,

choose Appointments from the drop down menu 

Click the double-arrow forward key to add these buttons to the selected page.

Note: This principal works the same in reverse i.e. right to left You can move the position of any 'Selected Button' by highlighting the button and use the Up or Down Hand Buttons to place in position desired.


To add a new page

Click on the Add tab,

then in the name of the new page, then press OK. The page will automatically load into the 'Select page to Customise', ready for your button selection. To delete a page click on the Delete button and this will remove a page, if the page contains buttons a prompt will appear confirming if you wish to delete.

Now the Main Menu has been customised you can copy this to different employees.


Copy to different employees

Select the 'Copy To.....' tab at top of screen

Click on the drop down menu to select employee

Then click OK

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) in the list does not fit on screen, this enables you to put as many tabs as you like and still have easy access to them all.

N.B. To revert back to the default Main Screen menu go into Customise and select the Default button found at the botton of the screen. The main menu will consist of the original ERP default settings. The newly created selected pages will no longer exist if the default button is selected.

Retrieved from "http://trueerp.com/erpwiki/index.php?title=4_Customise_Main_Screen&oldid=3026"