Author: Paul Henriques in: Tutorials

Manage your Favorites in 3 Easy Steps!

August 25, 2016

The Edit Favorites menu enables you to add screens, create new sub-folders and to deleted any screens you no longer want. Favorites management helps the user access the screens they use the most but also to keep them neat and tidy.

To begin we will look at deleting a screen that you no longer want be included in your favorites menu. Click on the screen you wish to delete then hit the delete button. Notice that the name of the screen is also included on the button. Done!

 Favorites menu

To add a new sub-folder, select the Favorites folder in the tree structure. In the field located below the Add User Group button, type in the name you wish to give the folder. Next, click the button to add the new sub-folder.

 Favorites menu

Now we want to add screens to our newly created sub-folder. To add screens to the folder, click on the screen you want from the menu tree located on the lower half of the window. Select the one you want then click the button to add it to the folder. Notice the name of the screen will appear on the button.

 Favorites menu

There you have it, 3 easy to use steps to manage your favorites menu. In next week’s quick tip, we will be looking at keyboard shortcuts and how to create them.

Author

  • Paul Henriques

    Paul Henriques is the current Manager for the Documentation and Training team at OnRamp Solutions Inc. Paul has over 15 years of experience in writing training material and documentation for various software companies. Having had to learn OnRamp ERP to better document it’s features and write training material; Paul is constantly stunned by the amount of thought that goes into each feature and the capabilities that are within the program, with features for all the various business units of a manufactory. Paul spends most of his free time keeping up to date on all the latest news and best practices for the manufacturing sector. Paul’s favorite manufacturing quote: “There is one rule for the industrialist and that is: Make the best quality of goods possible at the lowest cost possible, paying the highest wages possible.” – Henry Ford

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