User Dashboard

Webatar > Activity> User dashboard

 Purpose:

The User dashboard was designed to give easy access to documents. The dashboard will show the user the last records that they opened and can be filtered by document type.

Controls:

Document Type Combo Box: Gives a list of all document that the user can choose from. If you require a specific document type to be added to the list, please contact Huge ERP support.

View Button: Allows the user to view the selected document.

Refresh Button: This will load the documents that the user has recently worked on according to the document type selected.

Refresh All Button: Refresh all grids where the document type selected does not equal “All”

Number of Records Textbox: Allows the user to change the number of records that is displayed in the grid.

Notes:

You will see “blank lines” on the grid when you open a document create screen and then close it again. So if you open the screen to create a quote, but change your mind and close the screen again. This will appear as a blank line on the grid.