Use the items in this menu to select the active company, display active applications, configure your screen and application displays, and manage My Menu.
Toolbar Option |
Function |
Go to Home Dashboard |
Click The Home Dashboard and the
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My Menu |
Click To modify your My Menu, click the Manage My Menu link at the bottom of the dialog box. For more information, see Screen Configuration under Global Options. |
Open Applications |
Click Click any application on the list to display that application.
Click Click
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Browse Applications |
Click Browse Applications to display the basic Domain and Application (user interface) structure. Select a Domain to view its component modules in the first column. From there, you can drill down to view a module's application groups (displayed in the second column) and, finally, the individual applications belonging to that group in the third column. Click an application to activate it. For more information, see Navigating the User Interface. |
"Bread Crumb" Trail |
The "Bread Crumb" trail displays in the center of the Navigation Toolbar whenever you view and work in an application, so you always know your current location, as well as the path you took to get there. The Bread Crumb trail also provides convenient navigation, since you can click any item in the trail (for example, a domain, module, or application group) to go to that location. As an example, you can click Billing to go directly back to the Billing module. |
System Message(s) |
Click |
User Preferences |
Click
Click the Configure User Preferences link at the bottom of the window to modify the contents of My menu in the Configure User Preferences screen. From the My Menu Application List in the bottom left pane, click the column with the check adjacent to each application you wish to add to My Menu (CTRL+Click for multiple applications). And then click the Select button. The applications you selected display in the My Menu pane on the bottom right. To save your updated preferences, click File ยป Save from the Global Menu, or click Save |
Select Company |
Click You must close all open applications for the active company before you can switch to another company. If applications are open, click Close Applications to close them or click View Applications to identify the open applications and then close them. You can then access data for the designated company through My Menu or Browse Applications. You must save database changes and exit all open applications for the current company before you can switch to another company. |
Sign Out |
Click |