Customise the function bar and user settings

Customise the function bar

1. Go to the   Options tab and click on   Function bar to create a tab with your favourites.
2. Click on Add to save all the functions or records you want to a new  Favourites tab, which will appear to the left of the other tabs.
3. Activate the automatic opening of the reminder window.^M at the bottom of the pane.

Use the quickpicks

The Quickpicks for the most important functions can be accessed from anywhere in the top left-hand corner of the input window..

1. Click on  to open the function bar from any interface.
2. Click on   to open a list of all currently open data records.
   Alternatively, use the keyboard shortcut F3.
3. Click on   to call up your most recently opened data records.
4. Open your  Email inbox or the  Internal messages. The adjacent number indicates the number of unread messages.
5. Use the  Favourites directory to access directories, documents or websites that are of major importance to you personally or your company. Add further favourites by clicking on  Add .
6. Open the   Info Centre including the Calendar and Follow-ups.
7. Add more tabs for other views, lists, websites etc. to the Info Centre on the   More ... tab by clicking Add.
8. Open customised Info Centre lists by clicking on .
9. View all due  Reminders in a window that remains open and in the foreground until you actively close it.

Define user settings

1. Set individual window colours, window size and position by clciking on   next to the window title.
2. Enable the   Auto-start option if you want a window to open as soon as the apploication is started.
3. You can define further user-specific   Settings on the  Options tab.
4. Specify the number of recently opened records you want to show.
5. Select or deselect Security prompts, Tooltips or Spell check.
6. Select your personal start screen image.

Save decisions

1. Go to the  Options tab and click on   Hidden messages.
2. View all the hideable Messages. Then activate Save decision and do not show message again before selecting on your standard response.
3. Save your decisions either for your company (if you are authorized) or for your user.
4. Undo these decisions by opening the   Message and selecting   Restore default.

Assign a delegate^M

1. Go to the  Options tab and select Delegation >  New.
2. Enter the name of the User who is delegating and the name of the Delegate, or Delegate group. If you are authorised, you can also create delegations for other users.
3. Enter the Period for which the delegation applies.
4. Tick the respective boxes to authorise the delegate to access Confidential data, Emails or Internal messages.
5. Notify the representatives of their status automatically when they log in to Bp Event.

Module Multi-Users, Holiday/Special events

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