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'''Personal Preferences'''
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'''Personal Preferences'''  
  
 
Do you know how to set the personal Preferences for each Employee?  
 
Do you know how to set the personal Preferences for each Employee?  
  
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From the '''Main Screen''' select the '''Employee''' module then select the '''Personal Preferences''' Button or from the '''Top Menu''' bar and select '''Utilities''' - '''Preferences''' - Employee tab  
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*From the '''Main Screen''' select the '''Employee''' module then select the '''Personal Preferences''' Button or from the '''Top Menu''' bar and select '''Utilities''' - '''Preferences''' - Employee tab  
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*To access particular areas in '''Preferences''' click on either the top left '''Search '''drop down menu  or use the '''Red Scroll Bar''' to the right of screen to display the following '''Preferences. '''
  
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To access particular areas in '''Preferences''' click on either the top left '''Search '''drop down menu  or use the '''Red Scroll Bar''' to the right of screen to display the following '''Preferences. '''  
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'''General'''  
  
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'''General'''
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*'''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.
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*'''Show Print Dialog''' - Display the system Print Dialog whenever printing - Allows selection of alternate printer
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*'''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.
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*'''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
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*'''Payroll Access''' - Allows access to the Payroll module, when un-ticked the Payroll button will not dislay on the main ERP screen
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*'''Show Video Menu at Startup''' - Will display the Training Video menu covering all ERP Modules at Startup<br>
  
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'''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.
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<br>
  
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'''Show Print Dialog''' - Display the system Print Dialog whenever printing - Allows selection of alternate printer
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'''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
  
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'''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.
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<br>
  
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'''Payroll Access''' - Allows access to the Payroll module.
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'''Active Windows''' <br>
  
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*'''Off''' - Don't show minimised or hidden windows<br>
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*'''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>
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*'''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
  
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<br>
  
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'''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 <br>
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*'''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
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*'''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.
  
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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
+
<br>
  
−
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
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*'''Popup Reminders - '''Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display in the reminders list, but will not display in the popup window. '''To Do's - Marketing Follow-ups - Messages'''
  
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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
+
<br>
  
−
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.
+
*'''Display 24 hours''' - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.
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Popup Reminders Turn on popup reminders for the selected items. If not selected, reminders are still allowed and will display in the reminders list, but will not display in the popup window.
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+
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The following items can be selected for the pop up window To Do's Marketing Followup Messages
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Roster / Calendar Clock Display 24 hours - Display times as 12 hour am/pm or as 24 hour clock. Tick for 24 hour.
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Latest revision as of 16:13, 7 July 2011

Personal Preferences

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

  • From the Main Screen select the Employee module then select the Personal Preferences Button or from the Top Menu bar and select Utilities - Preferences - Employee tab
  • To access particular areas in Preferences click on either the top left Search drop down menu  or use the Red Scroll Bar to the right of screen to display the following Preferences.

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.
  • 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 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
  • Payroll Access - Allows access to the Payroll module, when un-ticked the Payroll button will not dislay on the main ERP screen
  • Show Video Menu at Startup - Will display the Training Video menu covering all ERP Modules at Startup


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 and will display in the reminders list, but will not display in the popup window. To Do's - Marketing Follow-ups - Messages


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