HansaManuals Home   >> Standard CRM   >> Working Environment   >> Attachments and Personal Desktop  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 6.2  

Personal Desktop

As well as being able to connect files, notes or records to any record in Standard CRM (as described here), you can also attach them to your Master Control panel. They will be listed in the area on the right of the Master Control panel, known as the "Personal Desktop". You can also list important reports, documents, Maintenance functions, settings and registers in the Personal Desktop. You can therefore configure your Personal Desktop so that it gives you immediate access to the areas of Standard CRM that are most important to you (i.e. removing the need to change modules, find records in browse windows and find reports in list windows). The Personal Desktop is therefore similar to a list of Bookmarks in a browser.

If you want to use the Personal Desktop, you must first set up a Mailbox for yourself. To do this, open the Person register in the System module, highlight your record in the 'Persons: Browse' window and choose 'Create Mailbox' from the Operations menu. This process is described in full here. In a multi-user system, each user that will be using the Personal Desktop should have their own Mailbox.

!	You must have a Mailbox if you want to use the Personal Desktop.

Once you have a Mailbox, your name will be shown in the title bar of the Master Control panel, and the contents of your Personal Desktop will be listed in the area on the right:

The contents of your Personal Desktop cannot be viewed by another user. So, if someone else logs in to Standard CRM on your machine, they will see their Personal Desktop, not yours.

If you are using Windows, the Master Control panel's Operations menu contains various functions that you can use when working with the Personal Desktop, as shown in the illustration above. If you are using Mac OS X, you can also find some of these functions on the drop-down menu that appears when you click the [+] button immediately above the Personal Desktop, as illustrated below:

---

In this chapter:

• Records in your Personal Desktop
  

• Settings, Reports, Documents and Maintenance functions in your Personal Desktop
  

• Registers in your Personal Desktop
  

• Notes and Comments in your Personal Desktop
  

• Changing the Names of Items in your Personal Desktop
  

• Reports in your Personal Desktop
  

• Removing Items from your Personal Desktop
  

• Organising Items in your Personal Desktop: Archives

Go back to:

• Home page for Working Environment manual
  

• Home page for Standard CRM manual

Previous   Next   Top            Entire Chapter in Printable Form