Author: Paul Henriques in: Tutorials
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!
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.
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.
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.
For more information about how OnRamp ERP software can add value to your business fill in the contact form below. A member of our support team will contact you within 1 business day to discuss any questions you have.
Start the collaboration with us while figuring out the best solution based on your needs.