FastTrac: Menu Management
Migration Training: Part 1 of updating menu's in RecTrac 3.1
Summary
Join Brian Hatch as he begins a three-part series to review updating menu's in RecTrac 3.1
Video
Transcript
Welcome to the 3.1 menu migration video. In this video, we will give you a brief overview of how the 3.1 menu is set up after your migration. How do I find a program? How do I change a menu, these are often asked and will answer those questions, and more with the hopes that you'll be able to make the necessary adjustments for your users. Now, we recommend watching the 3.1 navigation video for more detailed overview of how the 3.1 menu works. On my Screen, I'm on the home Screen of a database I've just migrated to 3.1. And I'm going to Click on the dots in the top left to activate the menu, and the menu pops out. And it's automatically grouped by function. So my two options for finding an item in the menu is manually locating it through the groupings. So I could Click on management, and then activity management. And if I was looking for activity management, or activity section management, they're all listed here. Another option is to just Type in using the filter at the top the keyword for what you're looking for. So if I was looking for a section management, I Type in the word section. And as much of it as I want, it filters right down to the item that I'd like to launch. In addition, you can star start menu items that you often use. So I'll Click on the star to the right of global sales and household management. Now you can star as many, as many menu items as you'd like. This works by user so any items that you star at won't affect any other users. And it gives you the opportunity to use the menu, the home screen or combination of both depending on your user preferences. Now that we reviewed how the menu works, let's move to the next step of revealing how your menu is set up and can be configured post migration