SME Tips and Tricks - Revision history

Amy: /* Hide Reports from the Print/Email Menu */

2013-02-06T18:10:06Z

Hide Reports from the Print/Email Menu

Amy at 18:09, 6 February 2013

2013-02-06T18:09:41Z

Amy at 15:33, 6 September 2012

2012-09-06T15:33:40Z

Amy: /* Hide and Rearrange Tabs in SME */

2011-11-30T19:07:21Z

Hide and Rearrange Tabs in SME

Amy: /* Hide and Rearrange Tabs in SME */

2011-11-30T19:06:57Z

Hide and Rearrange Tabs in SME

Amy at 19:05, 30 November 2011

2011-11-30T19:05:01Z

Amy at 23:57, 29 November 2011

2011-11-29T23:57:16Z

Amy: /* Hide and Rearrange Tabs in SME */

2011-11-29T23:57:05Z

Hide and Rearrange Tabs in SME

Amy at 23:56, 29 November 2011

2011-11-29T23:56:20Z

Amy: Created page with "== Hide and Rearrange Tabs in SME == In the modules throughout SME 7.1 you can now hide the tabs you don't use to clean up your user interface. For example, the image below shows..."

2011-11-29T23:55:40Z

Created page with "== Hide and Rearrange Tabs in SME == In the modules throughout SME 7.1 you can now hide the tabs you don't use to clean up your user interface. For example, the image below shows..."

New page

== Hide and Rearrange Tabs in SME ==
In the modules throughout SME 7.1 you can now hide the tabs you don't use to clean up your user interface. For example, the image below shows how your service order could go from 16 tabs down to the 7 tabs you use!

 [[File:HideTabs.png]]

 Hiding and rearranging tabs is done in the User Group.

1. Go to '''Setup''' module > '''Company''' > '''User Group'''
 2. Search for the user group you want to edit.
 3. Click the '''Tab Settings''' tab, shown in the image below. Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab.

''' 1''' - Choose the module
 '''2''' - Check the tabs you want visible.
 '''3''' - Arrange the order of the tabs. Select a tab and click '''Move Up''' or '''Move Down''' to arrange the order of your tabs.

[[File:TabSettingsTab_ServiceOrder.png]]

 4. Click '''Save'''.

@@ Line 27: / Line 27: @@
 == Hide Reports from the Print/Email Menu ==
 In a service order there may be a lot of reports under the Print/Email menu that you don't use. You can clean up that list and remove the reports not being used from the menu.
 <br>[[File:SO_LongPrintEmailMenu.png]]

← Older revision		Revision as of 18:09, 6 February 2013
Line 22:		Line 22:
	To quickly open your list of open orders or your active customer list, use the lookup menu shortcuts. Simply hit F2 on your keyboard to open your list of active customers or hit F6 to see a list of open service orders. Get to know the shortcuts to the modules that you use frequently to save time or use the lookup menu to select the search window you want to open.		To quickly open your list of open orders or your active customer list, use the lookup menu shortcuts. Simply hit F2 on your keyboard to open your list of active customers or hit F6 to see a list of open service orders. Get to know the shortcuts to the modules that you use frequently to save time or use the lookup menu to select the search window you want to open.
	<br>[[File:LookupMenu.png]]		<br>[[File:LookupMenu.png]]
		+
		+
		+
		+	== Hide Reports from the Print/Email Menu ==
		+	In a service order there may be a lot of reports under the Print/Email menu that you don't use. You can clean up that list and remove the reports not being used from the menu.
		+
		+	<br>[[File:SO_LongPrintEmailMenu.png]]
		+
		+	<br>1. Go to '''Reports''' module > '''Customize Reports'''.
		+	<br>2. Click '''Search''' >''' Search All'''.
		+	<br>3. In the search window that opens, select a report you would like to hide in the Print/Email menu.
		+	<br>4. Click the '''Report Specifiers''' tab.
		+	<br>5. Uncheck '''Show on Module Print Menu'''.
		+	<br>[[File:UncheckShowOnPRint.png]]
		+	<br>6. Click '''Save''' and the report will no longer show in the Print/Email menu.
		+
		+	<br>[[File:SmallerPrintEmailMenu.png]]

← Older revision		Revision as of 15:33, 6 September 2012
Line 16:		Line 16:

	<br>4. Click '''Save'''.		<br>4. Click '''Save'''.
		+
		+
		+
		+	== Quick Lookup Menu ==
		+	To quickly open your list of open orders or your active customer list, use the lookup menu shortcuts. Simply hit F2 on your keyboard to open your list of active customers or hit F6 to see a list of open service orders. Get to know the shortcuts to the modules that you use frequently to save time or use the lookup menu to select the search window you want to open.
		+	<br>[[File:LookupMenu.png]]

@@ Line 3: / Line 3: @@
 <br>[[File:HideTabs.png]]
-<br><h3>Hiding and rearranging tabs</h3>
+<br><h3>How to hide and rearrange tabs</h3>
 . Go to '''Setup''' module > '''Company''' > '''User Group''' (If you don't have access to the Setup module, your SME Administrator will need to change your settings)

@@ Line 3: / Line 3: @@
 <br>[[File:HideTabs.png]]
-<br><h3>Hiding and rearranging tabs is done in the User Group. </h3>
+<br><h3>Hiding and rearranging tabs</h3>
 . Go to '''Setup''' module > '''Company''' > '''User Group''' (If you don't have access to the Setup module, your SME Administrator will need to change your settings)

@@ Line 5: / Line 5: @@
 <br><h3>Hiding and rearranging tabs is done in the User Group. </h3>
-. Go to '''Setup''' module > '''Company''' > '''User Group'''
+. Go to '''Setup''' module > '''Company''' > '''User Group''' (If you don't have access to the Setup module, your SME Administrator will need to change your settings)
 <br>2. Search for the user group you want to edit.
 <br>3. Click the '''Tab Settings''' tab, shown in the image below. Use this tab to choose which tabs are available in each module for the user group. You can also arrange the tabs in the order you want on this tab.
 <span style="color:orange">''' 1''' </span> - Choose the module
-<br><span style="color:orange"> '''2''' </span> - Check the tabs you want visible.
+<br><span style="color:orange"> '''2''' </span> - Check the tabs you want visible. Tabs that are unchecked will not be visible.
 <br><span style="color:orange"> '''3''' </span> - Arrange the order of the tabs. Select a tab and click '''Move Up''' or '''Move Down''' to arrange the order of your tabs.

@@ Line 1: / Line 1: @@
 == Hide and Rearrange Tabs in SME ==
 In the modules throughout SME 7.1 you can now hide the tabs you don't use to streamline your user interface. For example, the image below shows how your service order could go from 16 tabs down to the 7 tabs you use!
 <br>[[File:HideTabs.png]]