HansaWorld FirstOffice Start   >> Work Area   >> Attachments and Personal Desktop  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 4.3  

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

To place a setting, report, document 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. This method can also be used for import and export functions.

For example, to place the Periodic Customer Statement in your Personal Desktop (as shown in the example illustration above), first select 'Reports' from the File menu (or click [Reports] in the Master Control panel). Click on 'Periodic Customer Statement' 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. Click on the item in the Personal Desktop and select 'OK' from the Record menu (or press the Enter key); and
   

3. Double-click on the item in the Personal Desktop.

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.

Previous   Next   Top            Entire Chapter in Printable Form