presented by maribel scarnecchia - construction software · 30 advanced tips and tricks in...
TRANSCRIPT
30 Advanced Tips and Tricks in ComputerEase Software
Presented by Maribel Scarnecchia
Notes:
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)
Notes:
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
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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.
Notes:
4. Configure User (Defaults)
CE user defaults:
Printers, Quick Access Menu, Green Bar Effect, Displayed
Report Options, Word Template Options and Clipboard options
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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
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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
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7. Autofill Zip Code
Enter zip code in city field to fill in City, State & Zip
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8. Quick Access Menu
Create your own customized menu Assign default to your User ID
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9. Favorites Menu
Pull menu options out of program Rename menu options
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10. To Do List
Keep track of tasks Send requests to other CE users
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11. Printer Setup Options
Print multiple copies Change formatting of reports
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12. Function Keys
Displays detailed help about the selected fieldDisplays a list of the selected field’s contents or choicesDisplays a calendar if the selected field is a date fieldCopies last entry made in that field type into current fieldExpands a drop-down menuExits and saves informationToggles a check boxExits without saving informationAdvances to the next fieldReturns to the previous fieldDeletes the entire row
F1F2
F3F4F10Space BarEsc KeyTab KeyShift + TabAlt + Delete
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13. Date Options
Look up for date Type in 2, 4 or 6 characters with no slashes
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14. Lookup Options
Use “Row Contains” to assist with lookup searches
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15. View Active Users
Click on File then Active Users to see who is logged in and at which station
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16. User Shortcuts to CE Menu
Add common applications to CE toolsClick File – Tools and move your shortcut in to appear on you CE tool bar
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17. CE Calculator
Right click in a number field to call up the calculator Select the arrow point to send value to your field
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18. User Defined Fields
Available for all modulesCreate different types
Make the fields requiredEdit one user field for all
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19. CE Attachments
Create multiple folders in parameters Put documents in folders: link, copy, scan
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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
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21. Trouble Shooter Reports
View potential issues in various modules
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22. Report Books
Create a book of commonly needed reports
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23. Unknown Payroll Items
Unselect options
Print Some Payroll Checks
Updating Workers Comp Rates
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24. QTool - Subtotal
You can skip detail in Qtool Reports
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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.
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26. Editing Multiple User Permissions
Check to see what users have any given permission at the same time
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27. Copy Live to Practice
Creating and accessing the practice company
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28. Documentation Folder
Access PDF Files of your CE Manual
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29. Bookmarks inDisplayed Reports
Set a position on a displayed report to return to in the same session
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30. Refresh Button on Reports
Lets you refresh your report data