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IFS Presales Manager (UK)

Were the first bunch of tips not enough for you? Here are more great tips!

Navigator

  • In Applications 9 Highlight an item, hit Shift and use the arrow keys to move things around.
  • To move shortcuts around, you need to long click on an shortcut. Click and…wait…and then you can move it.
  • It's easy to set up shortcuts by clicking the + icon next to the item you want to add
  • You can pin the Navigator. Right hand click on the navigator icon, and you can get Shortcuts and Navigator together.
  • Down arrows mean predefined searches are available. A box with an arrow takes you straight to that item. And a box with no arrow means there are options available to chose from.

Working with forms

  • If you right hand click the scroll bar of a form, it will intelligently move for you, from a page of options.
  • You can copy/paste any form in IFS. If you tick the box marked Own Process, each form can have different behaviors. And yes, you can add them as shortcuts.
  • Click on a column header to sort on it. Available in all table forms. An arrow indicated the column being sorted and the sequence.
  • (Applications 9, update 1 ONLY) On the right click menu you have a Go To Column option. You can then search for the column you want, pick it, and you jump there, and with the column highlighted.
  • Applications 9 has added Kiosk mode, that removes all the application chrome, and just presents you with the form information. Activate it using Shift - f11.

Form Templates

These are pre-definined field information structures. It allows faster and consistent data entry. You can start a form with the default template.

Form Drafts

You can save Forms as drafts, if you haven't got all the mandatory information. It becomes a task in the system when saved as a draft.

Information Cards

  • Summarized information in one place
  • One click to view
  • Setup in Solution Manager
  • User configurable
  • Any database details

Start Page

  • Start Pages were introduced in Applications 8 - think of them as the poor man's lobby
  • It's a focused view, showing record counts
  • They still exist in Applications 9 - but you need the security opened to allow them
  • You can run multiple search types in there - still very useful.

Lobby

(Applications 9 only)

  • Pictures - size them to the right ratio for them to look good
  • There are both configuration mode (for all users) and personalization mode, for the user.
  • You can personalize companywide dashboards
  • Don't rush on rearranging - wait for the element to color and then drag it
  • Use keywords on elements for easier search
  • If a Lobby appears locked, check if the author protected it
  • You can create custom Lobby items

Print Dialog

(Applications 9 only)

It's smarted - with more options, including a e-mail one.

IFS - Industrial & Financial Systems AB published this content on 26 October 2016 and is solely responsible for the information contained herein.
Distributed by Public, unedited and unaltered, on 26 October 2016 13:56:07 UTC.

Original documenthttp://blog.ifsworld.com/2016/10/great-tips-ifs-applications-users/

Public permalinkhttp://www.publicnow.com/view/EFC2C38272B1F97C7D0C06E87BCC680F37F96373