VISION ERP – Training Guide
114 Set up Shortcuts on dashboard April 25, 2018
Favorites – Set Up
For transactions that are done frequently, user may find it easier to create a favorite so that will eliminate looking thru various menus to choose the action desired. Once the action in in the favorites it is only 1 click away. Since every user has different requirements, the favorites are created by the user to serve their needs.
- From Global Search type action needed.
- Enter.
- Once page is loaded click the Star
- chose “Add to Shortcuts”
- Save.
Repeat for all actions that a shortcut is desired.