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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 - Registers in your Personal Desktop

To place a register in your Personal Desktop, simply drag it from the Master Control panel to the Personal Desktop. For example, to place the Quotation register in your Personal Desktop (as shown in the example illustration above), ensure you are in the Contact module, click on the [Quotations] button in the Master Control panel and drag it to your Personal Desktop.

To work with a register, 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 normal browse window for the register in question will be opened. If, as in the example illustrated above, the database contains more than one Company, the browse window will list the records in the register in the current Company.

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