1 / 20

CribMaster

CribMaster . 101. What’s inside. Application Roles Ribbons and Explorer Heading and Grid Clicks Standard Icons Applying changes Cool Features. Application. Roles. UNDERSTANDING APPLICATION rOLES. CM9 Client has two application roles CribMaster Admin

benicio-yepez
Download Presentation

CribMaster

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CribMaster 101

  2. What’sinside • Application Roles • Ribbons and Explorer • Heading and Grid Clicks • Standard Icons • Applying changes • Cool Features

  3. Application Roles

  4. UNDERSTANDINGAPPLICATION rOLES • CM9 Client has two application roles • CribMaster • Admin • Each role requires an available license in the database • Application roles and licenses are shared seats – musical chair

  5. Roles • CribMaster • Issue • Return • Find Item • Purchasing • Data Management • Reports • And more • Admin • Issue • Return • Find Item • Purchasing • Data Management • Reports • And more

  6. Claiming your Role

  7. Ribbons & Explorer

  8. What’s a ribbon? • Vertical command bar at the top of the screen • Function and label groupings based on CMClassic • Ribbons • Home ~ System ~ Actions ~ Purchasing ~ Reports ~ Help • Additional Module ~ PM

  9. Ribbon Features • Personalized toolbar through Quick Access Toolbar • Minimized Ribbon

  10. What is Explorer? • Horizontal menu selection on left side of screen • Tree format • Functions grouped by topic • Explorer excludes transactional screens (issue, return, transfer, receive, etc…) • Explorer excludes Reports screens

  11. Explorer Features • Minimize explorer • Collapse/expand groups • Custom views selection

  12. Double & right Clicks • Double click grid line to open/close properties • Double click grid line to add qty in transactional screens • Right click column header to search, sort, filter and more… • Right click grid line for additional function

  13. Standard Icons

  14. Icons IconsIcons… Add New Search Filter Clear Filter Properties Refresh Delete Edit In Grid

  15. Applying Changes

  16. Apply Changes? • Click √ on the properties • Select Upper level tab • Move off the record in the grid

  17. Cool Features

  18. Double & right Clicks • Double click grid line to open/close properties • Double click grid line to add qty in transactional screens • Right click column header to search, sort, filter and more… • Right click grid line for additional function

  19. Thank you!

More Related