US-A Customize Settings

 

Purpose of Program

 

Use this program to establish user specific settings for screen views (DBA Classic versus Evo tabbed view), whether or not opening lists are displayed, and Email settings for default text and signature blocks, bcc address and destination folder for PDF generation.  All settings are workstation specific except the email settings which are also company and Evo user specific.

 

Misc Tab

 

Enable Toolbar on screens will enable the upper right toolbar with the calculator, camera, web link, etc.

Enable Notification Sounds will turn on a "Ding" wav when a lookup grid has completed its search.

Selecting a language will turn on screen translation to that language when programs are loaded.  Language translation tables must first be created in SM-R Multi Language Maintenance

 

Enable Evo Reminders on Startup will open the Reminders calendar when Evo launches and enable the use of Triggers

Enable Evo Notifications on Startup will allow broadcast messages from IS Tech Support to be received via FTP.  Internet access is required.

Check for reminders defines how frequently the program will check for open reminders

Snooze All resets open Reminders for the number of minutes specified.

Enable Quick Printing bypasses the pop up screens for the RTM and Notes and uses the defaults.

 

Hot Buttons allow you to define up to 6 programs that will be loaded when the assigned Hot Button on the main menu screen is clicked regardless what menu you are on.  You can also assign an image to the button.  If no image is supplied, the numbers 1-6 in circles will be used.

 

Mfg Tab

 

Select whether opening lists are displayed and whether the programs load in Evo or Classic view

 

Items Tab

 

Select whether opening lists are displayed and whether the programs load in Evo or Classic view

 

Sales Tab

 

Select whether opening lists are displayed and whether the programs load in Evo or Classic view

 

Queries Tab

 

Currently no settings on this tab

 

Sys Mgr Tab

 

Currently no settings on this tab

 

Accounting Tab

 

Select whether opening lists are displayed and whether the programs load in Evo or Classic view

 

Payroll Link Tab

 

Currently no settings on this tab

 

Payroll Tab

 

Currently no settings on this tab

 

Email Tab

 

Define the SMTP address and login information, Port, BCC (Blind Copy) email address and default subject, body and signature and the attach path where the PDF files will be generated.  This must be a valid folder and the Windows user profile must have full rights to the folder.  You can also define an auto-email failure address so if you are processing a batch of documents such as invoices, any entries in the batch with no email address assigned will go to that address so you will be alerted that further attention is required.