preferences

Objective

The Preferences option is used to configure working preferences for each maestro* user.

 

prerequisites

• Security Management

 

Summary

• Data Entry Tab
• View Tab
• Reports Tab
• Appearance Tab
• Email Tab

 

Steps

maestro* > Maintenance > General Maintenance > Processing > Preferences OR maestro* > Toolbar > Configuration Icon > Preferences

 

Configure a user’s preferences

1. Select a User number.
2. Select the desired settings in the tabs:

Data Entry Tab

Field	Description
Action on Focus	Available values. Cursor at the end Positions itself at the end of the field. Cursor at the beginning Positions itself at the beginning of the field. Highlight Displays the field in blue and deletes existing information during entry.
Action on Focus (Date)	Available values. Same as above Uses the same setting as the Action on Focus field. Highlight the day The user can only change the day without affecting the month or year. Highlight the month The user can only change the month without affecting the day or year. Highlight the year The user can only change the year without affecting the day or month.
Project Selection	Identifies how the user wishes to make the project selection in all the reports of maestro*. By pressing the Apply button, the new configuration will be applied to all the screens in maestro* where a project can be selected. NOTE: By default, the project selection is performed based on Treelike project.
Display method for company selection	Allows companies working in multidimensional mode to select the display method to identify their company when entering a transaction in a breakdown grid. This display mode is used when entering a transaction in a breakdown grid and in the drop-down list of companies in the lower left corner of the screens. Available values. Prefix, name Displays the prefix number that identifies the company, followed by the name. For example, 100 – Maestro Technologies. Name, prefix Displays the company’s name, followed by the prefix. For example, Maestro Technologies – 100. Name Displays only the company’s name. Prefix (text) Displays only the company’s prefix. For example, 100.
Mode for multiple selection	Allows you to choose the operating method with multiple selection, by using checkboxes to select in all reports. Available values. Normal Selection Makes it possible to use the Windows selection with Ctrl + click or Shift + click. Check Selection Used to make selections using checkboxes.
Use AutoComplete	Activates IntelliSense mode in certain modules to keep the values entered in the field that are not linked to a maestro* table, but that can repeat. For example, the field Province. NOTE: To access the list of values, press the F7 key.
Automatically adjust description cells	Automatically expands the description fields if using a catalogue items with three lines of description. Maestro* adjusts the description column accordingly.
Delayed Transfer	Sends the transactions to be transferred to a queue in the Delayed Transfer option if the box is checked. NOTES: When the user clicks the Transfer icon in the various transaction screens, maestro* displays the transaction in the transferred transactions file and assigns a transaction number at -1000 to indicate that the transaction will be posted at the time of the deferred transfer. The deferred transfer option does not work with the batch transfer of transactions.
Distance Unit	Allows user to identify the distance unit to use to find a resource (employee) nearby. The distance unit is used in the following places: Human Resources Module Personnel Selection Tool. Service Management Module Call Dispatch to locate employees. NOTE: The proposed unit by default to a new user depends on the language of the user defined in Security Management. For a user whose language is English (United States), the unit of distance suggested is Miles. For all other users the unit will be Km.
Quick entry of quantities in cart mode	Allows the entry of the quantity of a catalogue item by double-clicking on it on in cart mode (in Add multiple items from catalogue) in the Stock Order from Catalogue option.

View Tab

Field	Description
Display inactive suppliers	If the box is checked, maestro* displays inactive suppliers in the following options: Searches Reports Define Supplier Pricing
Display inactive customers	If the box is checked, maestro* displays inactive customers in the following options: Searches Reports Define Customer Pricing
Display inactive projects	Displays inactive projects when entering a new project, in searches and reports, if the box is checked.
Display inactive employees	Displays inactive employees when entering transactions involving the selection of an employee, in searches or reports, if the box is checked.
Display warning on temporarily laid-off employees	Allows user see a warning message when employees are temporarily laid off. NOTE: If checked, a message will be displayed automatically in the selection of an employee on temporary layoff.
Show supplier notes	Displays the notes entered in the Notes field in Supplier Management when selecting a supplier in a maestro* screen if the box is checked. If the box is checked, supplier memos will be displayed in the following options: Purchase Batch Project Purchase Regular Order Stock Order from Catalogue Invoicing
Show customer notes	Displays the notes entered in the Notes field in Customer Management when selecting a customer in a system screen if the box is checked.
Show employee notes	Displays the notes entered in the Notes field in Employee Management when selecting an employee in a maestro* screen if the box is checked.
Show service contract notes	Displays the notes entered in the Notes tab in Contract Management of the Service Management module when selecting a contract, if the box is checked. If the box is checked, notes in the service contract will be displayed in the following options: Contract Management Enter a Service Call Return from a Service Call (Contract No. field) Service Contract Inquiry

Reports Tab

Field	Description
Keep print setup window open after closing a report	Tells maestro* to return to the print options for the report after printing to allow the user to make additional selections for the same.
Enter = Tab in print setup screen	Allows user to use the Enter key with selection criteria to move from one field to another in a report.
Do not print transfer reports	Prevents the display of transfer reports if the box is checked. NOTE: If checked, no reports are created when a transaction is transferred, even if errors are created during the transfer. The transfer transactions report cannot be printed afterwards.

Appearance Tab

Field	Description
Style	Allows user determine the appearance used in screens. NOTE: The Customized style is used to change the appearance in screens and grids.
Element	Used to select among Panel, Input Grids, Inquiry Grids and Window; the element customized by the user.
Header color	Can be modified if the Customized style is selected. The selected text color applies to the element selected in the Element field.
Background color	Can be modified if the Custom style is selected. The selected background color applies to the element selected in the Element field.
Font	Identifies the font used for text. The font applies to the element selected in the Element field.
Show the vertical gridlines	Used to remove vertical lines in grids.
Show the horizontal gridlines	Used to remove horizontal lines in grids.
Apply this style to each Grid element type	When checked, tells maestro* that the user wants to apply the background color, text color and font to all grid types, including the entry grid and viewing grid.

Email Tab

Field	Description
Font	Allows the user to select the font used in emails.
Use the signature in e-mail messages	If checked, tells maestro* that the user’s signature must be added when using the Send a Message option. NOTE: The formats supported for signatures are Plain Text or HTML.
Select emails signature	Used to select the default signature to be used by the user when sending a form or through Send a Message with maestro* if the Use signature in email box is checked.
Management of My Account	Used to enter a new password and to confirm it for the displayed user.

3. Click Save.

 

See also

• Send a Message
• Tips and Tricks - Adding a Signature to Email Messages

 

Last modification: September 20, 2024