A New Year Resolution

The Times Square ball has dropped, the 2014 calendar has been replaced with a 2015 version, and it is traditionally time to resolve to do things better in the New Year.  With that in mind, consider adopting the following New Year Resolution:

I resolve to help all of my Sage 100 Contractor users customize their program workspaces so that they can work more efficiently and effectively with the program. I will learn how to:

• Change what Activity Centers (the tabs across the top of the desktop) are shown and available to a user for their daily work tasks.
•  Modify what menu items show on an Activity Center and how those menu items are arranged on the screen, whether there are lines corresponding to work flows between the menu items, and whether there are boxes drawn around like menu items.  This is all intended to make it possible to arrange the desktop in a manner that is most helpful to a specific user and his or her role in the organization.
• Place links to specific reports on the activity center workspaces that are most likely to be useful to a user during their typical workday.  Report links can be integrated into the work flow diagrams or grouped to suit the user’s needs.
• Place links to other programs (like Excel, Word, Outlook, DataLink Viewer, or whatever one might need) on the Activity Center workspace so that the user doesn’t have to get out of Sage 100 Contractor to use other tools that are important to their work and role in the organization.
• Teach users how to hide unneeded columns in work grids throughout the program so that they aren’t burdened by viewing and entering through columns that don’t apply to the way the user should work.

Helping users use Sage 100 Contractor more efficiently will help the organization achieve its goals in the New Year.

If you are unsure how to take advantage of these features, give your Sage 100 Contractor Certified Consultant a call for assistance.