30 Advanced Tips and Tricks in ComputerEase Software. Presented by Maribel Scarnecchia

Transcription

1 30 Advanced Tips and Tricks in ComputerEase Software Presented by Maribel Scarnecchia

2 1. Shortcut Defaults Modify the properties of the CE Shortcut to default to your company after mm.exe, enter cmpy=(your company number) Modify the properties of the CE shortcut to default your user ID: After mm.exe, enter name=(your user name)

3 2. Change Colors and Fonts for Company Go to File and then Color or Fonts to change You can assign different colors & fonts to different companies

4 3. Company Logo on Main Menu Customize your Computerease background with your company logo. Logo must be a.bmp file extension and named mainmenu. Install in the data directory to have all companies have the same logo or in the company directory for each company to have its own logo.

5 4. Configure User (Defaults) CE user defaults: Printers, Quick Access Menu, Green Bar Effect, Displayed Report Options, Word Template Options and Clipboard options

6 5. Report Defaults Set Defaults for yourself or all users Double click on a cost type to turn off the other cost types Green Bar Settings per report

7 6. Maintenance Defaults Type DEFAULT in the code field Enter information that you would like to be defaulted when you create a new maintenance item

8 7. Autofill Zip Code Enter zip code in city field to fill in City, State & Zip

9 8. Quick Access Menu Create your own customized menu Assign default to your User ID

10 9. Favorites Menu Pull menu options out of program Rename menu options

11 10. To Do List Keep track of tasks Send requests to other CE users

12 11. Printer Setup Options Print multiple copies Change formatting of reports

13 12. Function Keys F1 F2 F3 F4 F10 Space Bar Esc Key Tab Key Shift + Tab Alt + Delete Displays detailed help about the selected field Displays a list of the selected field s contents or choices Displays a calendar if the selected field is a date field Copies last entry made in that field type into current field Expands a drop-down menu Exits and saves information Toggles a check box Exits without saving information Advances to the next field Returns to the previous field Deletes the entire row

14 13. Date Options Look up for date Type in 2, 4 or 6 characters with no slashes

15 14. Lookup Options Use Row Contains to assist with lookup searches

16 15. View Active Users Click on File then Active Users to see who is logged in and at which station

17 16. User Shortcuts to CE Menu Add common applications to CE tools Click File Tools and move your shortcut in to appear on you CE tool bar

18 17. CE Calculator Right click in a number field to call up the calculator Select the arrow point to send value to your field

19 18. User Defined Fields Available for all modules Create different types Make the fields required Edit one user field for all

20 19. CE Attachments Create multiple folders in parameters Put documents in folders: link, copy, scan

21 20. Printing Screenshots Print the screen you are viewing by clicking on CTRL and Print Screen Key or just Print Screen Key Print only active view by clicking on ALT and Print Screen

22 21. Trouble Shooter Reports View potential issues in various modules

23 22. Report Books Create a book of commonly needed reports

24 23. Unknown Payroll Items Print Some Payroll Checks Unselect options Updating Workers Comp Rates

25 24. QTool - Subtotal You can skip detail in Qtool Reports

26 25. Switching Companies/ Logging Off Use the Log Off Icon to switch to other CE companies and make sure all active CE windows are closed before signing off.

27 26. Editing Multiple User Permissions Check to see what users have any given permission at the same time

28 27. Copy Live to Practice Creating and accessing the practice company

29 28. Documentation Folder Access PDF Files of your CE Manual

30 29. Bookmarks in Displayed Reports Set a position on a displayed report to return to in the same session

31 30. Refresh Button on Reports Lets you refresh your report data