Quick Tips

Introduction/Personalization

• Customize a Desktop
• Post Events and Bulletins
• Meet Quick Search
• Create and Use an Email Closing Template
• Add your Signature to Templates
• Personalize Look & Feel
• Retrieve a Forgotten Password
• Change Screen Order in the Standard Workflow
• Using Alarms

Setup

• Change the Standard Workflow for a User
• Meet Quick Search
• Use Auto-Numbering to Assign ID’s to Records
• The Three Stages of Field Security
• Company Logos (v8)
• Database Backup (v8)
• Email Setup (v8)
• Spanning (v8)
• Dupe Check (v8)

Data Entry

• Edit a Lookup Group
• Use Function Keys
• Make Tables Mandatory or Optional
• Use Attendance Transaction Codes
• Date Stamp (v8)
• Reverse Populate Tables (v8)
• Notes & Attachments (v8)

Query & Reporting

• Modify Report Spacing & Alignment
• The “=My” Operator
• The “In” and “Not In” Operators
• The “Between” and “Outside” Operators
• Set Freeform Reports to Run-Only
• Audit Reporting (v8)
• Label Templates (v8)
• Design Mode (v8)
• Advanced Lookup (v8)
• Report Spanning (v8)
• Favorite Lookups (v8)

Customization

• Change the Module Name and Phrase
• Customize Fields to Suit Your Needs
• Use a Space Picture as a Screen Background (Strategic)
• Field Customization (v8)

Process Automation

• Send New Hire Notifications (Strategic)
• The Employee Anniversary Reminder
• Schedule Monthly Reports
• Save Emails to Notes
• Scheduler (v8)

Other

• The Proper Care & Feeding of Your People-Stik (meet Pete!)