VISION ERP – Training Guide

111 & 112-Set Up User Role Preferences                                                                                            December 13, 2019

Preference – Set Up

Set up the Dashboard to personalize it.

  • Go to Dashboard and click on the home icon.

 

GENERAL TAB

 

APPEARANCE TAB

Transaction TAB

 

Activities TAB – NOTE:  This is mostly for sales reps

Click on the “Here” button to access the following settings.