Visma.net ERP
About the window title bar
The window title bar, located on the top of every Visma.net ERP window, includes the general buttons you use to manage the related data of the
window.
A window title bar on a particular window may include some or all of the standard
buttons.
Standard window title bar buttons
| Button | Description |
|---|---|
| Notes |
Gives you the ability to add notes to records. For more information, see: Add a note to a record. |
| Activities |
Gives you the ability to create and manage window-related
activities, such as tasks, events, emails, phone calls, and
appointments. For more information, see: Activity (CR306010). |
| Files |
Gives you the ability to attach files to the window and manage the
attached files. For more information, see: Attach a file to a record. |
| Notifications |
Provides options you can use to create and send notifications. For details, see: About change notifications on data entry windows in the Visma.net ERP User guide. |
| Customisation |
Provides access to the functionality that you can use to
customise the Visma.net ERP instance. |
The Tools button - Share column configuration dialog box
You can by clicking the Tools button access the Share column configuration dialog box. Here you can use the dialog box to set the current layout of a table on a particular window as the default layout and to share the settings with multiple users.
The Share column configuration dialog box contains two pages, which are described in detail below.
The Share column configuration dialog box: Page 1
On this page, in the list, you can select (by using the unlabelled check boxes)
one table or multiple tables of the window for which you want to set up defaults
and share settings with users.
In this list, you can see the tables for which
you have changed the column settings.
You can select multiple tables if you want to specify the same sharing settings for these tables.
If the sharing settings you want to configure are table-specific, you can select one table at a time in this dialog box and specify the settings for only the selected table.
| Element | Description |
|---|---|
| Table ID | The identifier of the table on this window to which the current configuration of columns can be applied. |
| Cancel (button) | Cancels your changes and closes the dialog box. |
| Next (button) | Goes to the next page of the Share column configuration dialog box. |
The Share column configuration dialog box: Page 2
On this page, you can specify settings that determine for which users this configuration is set as the default configuration.
| Element | Description |
|---|---|
| Set as the default |
A check box that you select to set the current column
configurations of the table or tables you have selected on Page 1 as
the default column configurations. With this check box selected, the system applies the current column configuration for users of the system who have the default table layout. If you deselect the check box, in the Users table, you can select the particular users for which the system will apply the current layout of the table or tables. |
| Override users' personal configurations | A check box that you select to replace the column configuration
of the selected table or tables for users who have changed the
default layout of the table or tables (that is, they have a
personalised configuration of the table or tables).
This field is selected and unavailable when you clear the Set as the default check box; with these settings, you apply the column configuration to only users selected in the Users table, and the system always overrides any personalised column layouts the users might have configured for the selected tables. |
| User role | The user role, which you can select to filter the list of users
displayed in the Users table. This field is available only when you clear the Set as the default check box. |
| Cancel (button) | Cancels your changes and closes the dialog box. |
| Prev (button) | Returns to the previous page of the dialog box without saving your changes. |
| Finish (button) | Saves your changes and closes the dialog box. |
The Share column configuration dialog box: Page 2, Users table
In this table, you can select the users to which you want to apply the current settings of columns in the selected table or tables.
| Column | Description |
|---|---|
| Login |
Read-only. The login name of the user in the system. |
| Display name |
Read-only. For the user specified in the Login column, the combination of the First name and Last name in the Users (SM201010) window. |
|
Read-only. The email address of the user. |
|
| Guest account |
Read-only. A check box that indicates (if selected) that the user account is a guest account. |
| Status |
Read-only. The current status of the user (Active, Online, Disabled, or Temporarily locked). |
Related concepts
Related tasks
Related windows
