Personal Preferences
From TrueERP wiki
Overview
Personal Preferences is where you can configure they way ERP Software looks and works at an individual user level. This includes the way reminders work for the user, default date ranges in lists and even some screen colours.
How to set personal preferences
- Select Employee tab
- Select Personal Preferences button
The personal preferences screen will now open. Available options are as follows:
- 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
- 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 and will display in the reminders list, but will not display in the popup window.
The following items can be selected for the pop up window
- 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.
