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

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This text refers to program version 6.2  

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

To place a setting, report, document, import or export function or Maintenance function in your Personal Desktop, simply open the appropriate list window and then drag an item from the list to the Personal Desktop.

For example, to place the Quotation Journal in your Personal Desktop (as shown in the example illustration above), first ensure you are in the Contact module and then click the [Reports] button in the Master Control panel. Click on 'Quotation Journal' in the list and drag this text to your Personal Desktop.

To work with a setting, report, document or Maintenance function, use one of these methods:

  1. Click on the item in the Personal Desktop and select 'Open Record' from the Operations menu;

  2. Double-click on the item in the Personal Desktop;

  3. Click on the item in the Personal Desktop and select 'Save' from the Record menu; and

  4. Click on the item in the Personal Desktop and press the Enter or Return key.
Whichever method you use, the setting or the specification window for the report, document or Maintenance function will open. You can also attach a report itself to your Personal Desktop: please refer to the Reports in your Personal Desktop page.

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