Procedure for setting up the start page and display of notes

 
Explanation

The start page is displayed if the dashboard is not activated for you (see section Working with the dashboard menu). If you have a dashboard available, you can find your open tasks in the widget Messages and tasks.

On the start page (menu item Start page), you will see the tasks you are to perform after having successfully logged in to the application. In some masks of the application, you will see informative notes such as, for example, a note telling you that a filter is active in a mask you have opened.

You can change which tasks are displayed when you open the start page and which notes are displayed while you are working with the application.

The following figure illustrates an example of a start page with tasks to be performed:

You can jump directly to a displayed task by clicking on the button behind the respective task.

In the following section, you will learn how to change the tasks displayed on the start page and the display of notes.

Procedure

1.

On the start page in the Messages and tasks mask area, click on .

Alternatively: select Settings ➔ User settings, tab Tasks and start page.

2.

Open the tab in edit mode using the button .

3.

In the mask areas Administrative, Orders and Information, activate all tasks that you wish to be displayed upon opening the start page.

Tasks you do not wish to see can be deactivated as follows:

Deactivate the task in this tab.

On the start page, click on the cross next to the task and select Do not display again.

Which tasks and notes are available in the tab depends on the setup of your customer in the application.

4.

In the mask area Notes, activate all notes you have hidden while working with the application.

You can also hide the notes when they are displayed in one of the masks. To do this, click on the cross next to the note and select Do not display again.

5.

Save your input.