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When you have a busy schedule, you don't want to lose track. It can be helpful to display all your activities in a calendar, allowing you to see at a glance what is planned for each day. In this article, you will learn how to adjust the view in the Activities module to a calendar overview and how to directly move or delete activities in this view.
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Everyone works in their own way. One module may be important to you, but another module may be much more relevant to your colleague. Therefore, you can use views in MKG to adjust the layout of your screen to what's most convenient for you.
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In the Sales Dashboard module, under the 'Invoices' tab, you will find the standard view Invoice Value (8201). In this standard view, the sum of all created invoices is displayed per debtor. Additionally, a breakdown is made based on the fields Invoice Date.
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In the Sales Dashboard module, you will find the standard view Order Value (8201) under the 'Orders' tab. This standard view displays the sum of all created orders per debtor. Additionally, a breakdown is provided based on the fields Order Date.
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In the Sales Dashboard module, under the 'Quotes' tab, you will find the standard view Quote Value (8201). This standard view displays the sum of all created quotes per relationship. Additionally, a breakdown is made based on the fields Date Offered.
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In screens where lists of data are shown or can be created yourself, it is possible to export these to various file formats, such as Excel or PDF. In this article you can read how you can quickly create an export.
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For the benefit of production locations, the Inventory List contains a Pick-up List and a Drop List. This article provides an explanation of both lists, with a focus on the status of the production location.
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You can customize any list according to what you want to see at that moment. By saving this screen layout as a View, you can get the same view every time with the press of a button. This video shows a few options for creating your own view that you can even share with colleagues.
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After completing the technical and functional setup, each Shop Floor terminal can be assigned its own layout. Create a unique one for each terminal. Based on this third and final part in a series of articles on how to set up the Shop Floor, you can now take the final steps towards a working Shop Floor.
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The dashboard technology allows you to quickly and easily generate overviews and conduct analyses. The Sales Dashboard module is the first in a series of three that we offer you.
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Views are used to define the layout of lists. You can save your own screen layout with the fields that are relevant to you. You can use multiple layouts side by side and even share them with your colleagues. This article explains how to use this functionality.
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View management is a feature in MKG that allows you to save the layout of lists. You can not only create, save, and share your own screen layouts with others, but also use the standard views provided by MKG.
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View management is a new feature in MKG that allows you to save the layout of lists. You can now save your own screen layout with the fields that are relevant to you. You can also use multiple layouts side by side. It is even possible to share them with your colleagues.