If a blank desktop has been set up for you, there is a link to the Desktop Setup Wizard at the top of the screen.
The Desktop Setup Wizard lets you set up the layout of your desktop (which tabs and sections it contains) and which functions to add to it.
You can also run the Desktop Setup Wizard from a link on the User Preferences screen.
To set up your Desktop:
The wizard consists of a sequence of screens:
On the first screen, choose an existing desktop to copy. This is used as the 'starting point' for your desktop.
Desktop Wizard
If you select an existing desktop, Coins ERP+ creates a copy of that desktop, which you can then modify (without affecting the original).
If you select the desktop that has your own user ID, Coins ERP+ deletes that desktop, and creates a new, empty desktop for you.
If you leave this blank, Coins ERP+ creates an empty desktop for you.
On the Sections screen, name the tabs you want on the desktop, and the sections you want on each tab. Enter at least one section for each tab.
Sections Screen
On the History screen, select the functions to add to the desktop. The browse shows a list of functions.
History Screen
At the top of the list are the functions that are already on your desktop (if any). Below that are other functions you have run, arranged according to how often you have run them. To add any of these to your desktop:
Click Open (
).Choose which tab and section to add them to.
Click Save (
).
You can also use Concurrent Update.
Coins ERP+ creates tiles for the functions you choose, on the sections you specify.
Click the Next (
) button.Coins ERP+ refreshes the desktop and applies the changes.
You can then modify the appearance of the tiles, and how the functions open, using the Desktop tab in User Preferences.