User Settings

modified:

How to get all notifications and help

How to set up action on the top?

How to see and add files to Order products?

Extended Information

Add template on the top as a button

How to clear ipad cookies?




User account



Information


Here you could add your profile photo and fill in information about yourself, choose how to contact with you, how to login to proman.app, change password (), delete account () and choose language

For more information about Employee information, please visit here


Notifications


Here you could see all notification you got


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Settings



SettingWhat does it indicate?
1 section
Help elementsYou could set if you would like to see help elements
Default currencyYou could set if you would like to see default currency
2 section
You could set if you would like to see and edit information about:
1. Materials: Overview;
2. Articles: Options;
You could set if you would like to see photo in sales projects Show photo in projects
You could set if you would like to see pages at the top of tables Show paging at the top
You could set if you would like to see close button in Sales opportunities (Sales --> Project --> Choose project (at the bottom)) Show close button
You could set if you would like to hide warnings
You could set how you would like to paste photos Clipboard paste target
You could set if you would like to paste photo to comment Paste to photo
You could set if you would like to paste photo to file Paste to files
Show product filesYou could set if you would like to see product files in Order
You could set if you would like to reset order proposal after create Reset order proposal on create
You could set if you would like to see icon without titles (left side of Proman menu tab) Compact menu
Dark modeYou could set if you would like to see Proman in dark mode
You could set which row you would like to see in Order table


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How to get all notification and help?


You could see additional information about the system


Now you could see help elements




And notifications



You could see product files in Order



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 Bug track


You could use it if there is a problem in Proman. Just press  there the problem appeared


Now you could see windows photo and location. 


1. Enter how problem appeared step by step (in order programmer could understand how problem appeared and fix it as soon as possible).

2. Press Confirm


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  Switch User


You could log in with your colleague and just switch user to another one.  


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Logout


You could logout 




How to set up action on the top?


Press



ButtonWhat does it indicate?How to set up?
Add menu itemYou could choose which menu item would you like to see Press on this row  and choose menu item
Add current viewYou could choose current page would you like to seePress on this row  
Add ActionYou could choose which action would you like to see Press on this row  and choose Action from list
Add TemplateYou could choose which Template would you like to seePress on this row  and choose Template from list. For more information please visit here
SettingsYou could change the order of buttons and delete thePress on this row  and manage buttons


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How to add template on the top?


Note

1. You could see this button (Add Template) only if you have permission Report.Master. For more information about Permissions, please visit here

2. You could add only Pos daily report action Context Template. For more information about Templates Context, please visit here

1. Press

2. Press Add Template


Now you can see dialog table


3. Choose Template, which you would like to add on the top

4. Press


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