Differences

This shows you the differences between two versions of the page.

Link to this comparison view

concept_access_and_general_setup_menu [2019/01/30 09:22]
127.0.0.1 external edit
concept_access_and_general_setup_menu [2019/02/20 11:06] (current)
kcifreo
Line 1: Line 1:
-  +===== Concept ​=====
- +
- +
- +
-Concept ​ +
- +
  
 A program as detailed as Cyrious Control can seem overwhelming,​ but we have set up some tools that will make it easier to learn. By configuring Cyrious to fit your needs, you will learn the software more quickly and get the most out of your investment. A program as detailed as Cyrious Control can seem overwhelming,​ but we have set up some tools that will make it easier to learn. By configuring Cyrious to fit your needs, you will learn the software more quickly and get the most out of your investment.
  
 +|{{:​toolbox.jpg?​nolink&​}}||We strongly recommend going through the customization and setup processes whenever you get a chance to sit down and explore your new software. It will help you be better acquainted with your personal settings before your day becomes too busy.||
  
 +Access\\
 +|| {{:​partssetupicon.jpg?​nolink&​}}|| **Main Menu | Setup** || {{:​setupmenu.gif?​nolink&​}}\\
 +System Setup Tree - General Menu\\
 +|| {{:​partssetupicon.jpg?​nolink&​}}|| **Main Menu | Setup | System Setup** || {{:​systemsetupmenutree.jpg?​nolink&​}}\\
 +Special Actions Toolbar Functions\\
 +{{:​systemsetupactionsmenu.jpg?​nolink&​}}
  
-|| {{::​toolbox.jpg?​nolink&​|}} || We strongly recommend going through the customization and setup processes whenever you get a chance to sit down and explore your new software. It will help you be better acquainted with your personal settings before your day becomes too busy. || +  ​* **Move Up:**  Moves the item selected in the list up. 
-Access ​ \\ || {{::​partssetupicon.jpg?​nolink&​|}} || **Main Menu | Setup** || +  ​* **Demote:​** ​ Demotes the item selected in the list. 
-{{::​setupmenu.gif?​nolink&​|}} \\ System Setup Tree - General Menu  \\ || {{::​partssetupicon.jpg?​nolink&​|}} || **Main Menu | Setup | System Setup** || +  ​* **Close:​** ​ Closes an unedited screen. 
-{{::​systemsetupmenutree.jpg?​nolink&​|}} \\ Special Actions Toolbar Functions ​ \\ {{::​systemsetupactionsmenu.jpg?​nolink&​|}} \\ * **Move Up:** Moves the item selected in the list up. \\ * **Demote:** Demotes the item selected in the list. \\ * **Close:** Closes an unedited screen. ​\\ * **Edit:** Enters a mode that allows previously saved information to be changed. ​\\ * **Set Next Order Number:** If you have reached order number 9999 and want to restart your order count at 0001, set that up in this screen. ​\\ * **Set Next Estimate Number:** If you have reached estimate number 9999 and want to restart your estimate count at 0001, set that up in this screen. ​\\ * **Set Next Recurring Order Number:** If you have reached recurring order number 9999 and want to restart your recurring order count at 0001, set that up in this screen. ​\\ * **Set Next Company Number:** If you have reached company number 9999 and want to restart your company count at 0001 set that up in this screen. ​\\ * **Set Next Service Ticket Number:** If you have reached service ticket number 9999 and want to restart your service ticket count at 0001, set that up in this screen. ​\\ * **Set Next Purchase Order Number:** If you have reached purchase order number 9999 and want to restart your purchase order count at 0001, set that up in this screen. ​\\ * **Set Next Bill Number:** If you have reached bill number 9999 and want to restart your bill count at 0001, set that up in this screen. ​\\ * **Set Next Receiving Document Number:** If you have reached receiving document number 9999 and want to restart your receiving document count at 0001, set that up in this screen. ​\\ * **New Address:** Allows you to enter a new address to be used for your company. ​\\ Address and Logo  \\ {{::​addresslogoscreen.gif?​nolink&​|}} \\ * **Store Number:** Enter your store number, i.e., if you are part of a franchise. \\ * **Default Area Code** Enter your default area code. All phone numbers entered into the system, unless they have an area code typed in, will default to this area code. \\ * **Default Country Code** Enter in your default country code. All phone numbers entered into the system, unless they have a country code typed in, will default to this country code. \\ * **Company Name** Type in your company'​s name. \\ * **Tax ID** Type in your company'​s tax ID. \\ * **Street Address** Enter in your company'​s main address. \\ * **Telephone Numbers** Enter in your company'​s two main phone numbers. \\ || {{::​toolbox.jpg?​nolink&​|}} || You can enter additional phone numbers in the Employee Setup screens. || +  ​* **Edit:​** ​ Enters a mode that allows previously saved information to be changed. 
-  * **Email Address** Enter in your company'​s main email address, for example, [[mailto:​customerserviceyourcompany.net|mailto:​customerservice@yourcompany.net]] – this will display on your estimates and invoices. +  ​* **Set Next Order Number:​** ​ If you have reached order number 9999 and want to restart your order count at 0001, set that up in this screen. 
-  * **Tag Line** Enter in a tag line to display on your estimates and invoices. Here at Cyrious, our tag line is "​Rapidly Operational,​ Highly Served, Incredibly Satisfied"​. +  ​* **Set Next Estimate Number:​** ​ If you have reached estimate number 9999 and want to restart your estimate count at 0001, set that up in this screen. 
-  * **Store Manager** Enter in the name of the head of your store. +  ​* **Set Next Recurring Order Number:​** ​ If you have reached recurring order number 9999 and want to restart your recurring order count at 0001, set that up in this screen. 
-  * **URL** Enter in your company'​s web address. This will display on your estimates and orders. +  ​* **Set Next Company Number:​** ​ If you have reached company number 9999 and want to restart your company count at 0001 set that up in this screen. 
-  * **Store Logo** Upload a store logo. This will display on your estimates and invoices. +  ​* **Set Next Service Ticket Number:​** ​ If you have reached service ticket number 9999 and want to restart your service ticket count at 0001, set that up in this screen. 
- +  ​* **Set Next Purchase Order Number:​** ​ If you have reached purchase order number 9999 and want to restart your purchase order count at 0001, set that up in this screen. 
- +  ​* **Set Next Bill Number:​** ​ If you have reached bill number 9999 and want to restart your bill count at 0001, set that up in this screen. 
- +  ​* **Set Next Receiving Document Number:​** ​ If you have reached receiving document number 9999 and want to restart your receiving document count at 0001, set that up in this screen. 
-Quick Products  +  ​* **New Address:​** ​ Allows you to enter a new address to be used for your company. 
- +Address and Logo \\ {{:​addresslogoscreen.gif?​nolink&​}}
- +
- +
-{{::​quickproductscreen.jpg?​nolink&​|}} +
- +
-**Home Frame:** {{::​qpdropdown.jpg?​nolink&​|}} This selection allows you to select which products you would like to appear on your home frame. +
- +
-**Order/​Estimate:​** {{::​qpdropdown.jpg?​nolink&​|}} This selection allows you to select which products you would like to appear on the Orders and Estimates frame. +
- +
-**Service Tickets:** {{::​qpdropdown.jpg?​nolink&​|}} This selection allows you to select which products you would like to appear on the Service Tickets frame. +
- +
- +
- +
-Email Options  +
- +
- +
- +
-{{::​emailoptionsscreen.jpg?​nolink&​|}}+
  
-**Email delivery option:** {{::​emaildropdown.jpg?​nolink&​|}} This option allows you to select your email delivery. Your emails ​can be delivered via Outlook or your internal email system.+  ​* **Store Number:**  Enter your store number, i.e., if you are part of a franchise. 
 +  * **Default Area Code** ​ Enter your default area code. All phone numbers entered into the system, unless they have an area code typed in, will default to this area code. 
 +  * **Default Country Code** ​ Enter in your default country code. All phone numbers entered into the system, unless they have a country code typed in, will default to this country code. 
 +  * **Company Name** ​ Type in your company'​s name. 
 +  * **Tax ID**  Type in your company'​s tax ID. 
 +  * **Street Address** ​ Enter in your company'​s main address. 
 +  * **Telephone Numbers** ​ Enter in your company'​s two main phone numbers. 
 + \\ || {{:toolbox.jpg?​nolink&​}}|| You can enter additional phone numbers in the Employee Setup screens||
  
-**Email addresstext entry ]** This text entry field is where you will input your email address.+  * **Email ​Address** ​ Enter in your company'​s main email address, for example, ​[[:​mailto:​customerserviceyourcompany.net|mailto:​customerservice@yourcompany.net]] – this will display on your estimates and invoices. 
 +  ​* **Tag Line** ​ Enter in a tag line to display on your estimates and invoices. Here at Cyrious, our tag line is "​Rapidly Operational,​ Highly Served, Incredibly Satisfied"​. 
 +  * **Store Manager** ​ Enter in the name of the head of your store. 
 +  * **URL** ​ Enter in your company'​s web address. ​This will display on your estimates and orders. 
 +  * **Store Logo** ​ Upload a store logo. This will display on your estimates and invoices. 
 +Quick Products
  
-**SMTP address[ text entry ]** This text entry field is where you can type a local lost (or the name of another smtp server, such as smtp.artwork.com). +{{:quickproductscreen.jpg?​nolink&​}}
-    * ** Different SMTP Port Required.** If this option is selected, a different SMTP Port will be required when setting up your email. If this option is not selected, a different SMTP Port will not be required.+
  
-**SMTP Port:** {{::smtpbox.jpg?​nolink&​|}}This scroll box allows you to select ​an SMTP Port. ISPs block ports to prevent spam. Check with your ISP before assigning a port number//.//+**Home Frame:**  {{:qpdropdown.jpg?​nolink&​}}This ​selection ​allows you to select ​which products you would like to appear on your home frame.
  
-**User Name[ text entry ].** This text entry field allows you to create a user name.+**Order/​Estimate:**  ​{{:​qpdropdown.jpg?​nolink&​}}This selection ​allows you to select which products you would like to appear on the Orders and Estimates frame.
  
-**Password[ text entry ].** This text entry field allows you to create a password. +**Service Tickets:**  ​{{:​qpdropdown.jpg?​nolink&​}}This selection ​allows you to select which products ​you would like to appear on the Service Tickets frame.
-  * ** Authentication Required.** If this option is selected, authentication will be required. If this option is not selected, no authentication will be required. +
-  * ** Email server requires checking Email before sending.** If this option is selected, the email server will require that you check your email before sending an email. If this option is not selected, ​you will not be required ​to check your inbox before sending an email.+
  
-**POP3 address: [ text entry ].** This text entry field allows you to input a POP3 address. +Email Options
-  * ** Different POP3 Port required.** If this option is selected, a different POP3 Port will be required. If this option is not selected, a different POP3 Port will not be required.+
  
-**POP3 Port Number: ​{{::pop3box.jpg?​nolink&​|}}.** This scroll box allows you to select a POP3 Port number. +{{:emailoptionsscreen.jpg?​nolink&​}}
-  * ** Send to each recipient individually.** If this option is selected, emails will be sent to each recipient individually. If this option is not selected, emails will not be sent individually. +
-  * ** Send copy of emails to the sender.** If this option is selected, a copy of all emails will be sent to the sender. If this option is not selected, a copy of all emails will not be sent to the sender.+
  
-**Email ​Signature[ text entry ].** This text entry field allows you to create a customized ​email signature.+**Email ​delivery option:**  ​{{:​emaildropdown.jpg?​nolink&​}}This option ​allows you to select your email delivery. Your emails can be delivered via Outlook or your internal ​email system.
  
-**Reset Values Button:** If this button ​is clicked, it will reset all your current selections to your default selections.+**Email address[ text entry ]**  This text entry field is where you will input your email address.
  
 +**SMTP address: [ text entry ]**  This text entry field is where you can type a local lost (or the name of another smtp server, such as smtp.artwork.com).
  
 +  * **Different SMTP Port Required.** ​ If this option is selected, a different SMTP Port will be required when setting up your email. If this option is not selected, a different SMTP Port will not be required.
 +**SMTP Port:​** ​ {{:​smtpbox.jpg?​nolink&​}}. This scroll box allows you to select an SMTP Port. ISPs block ports to prevent spam. Check with your ISP before assigning a port number//.//
  
-Report Options ​+**User Name: [ text entry ].**  This text entry field allows you to create a user name.
  
 +**Password: [ text entry ].**  This text entry field allows you to create a password.
  
 +  * **Authentication Required.** ​ If this option is selected, authentication will be required. If this option is not selected, no authentication will be required.
 +  * **Email server requires checking Email before sending.** ​ If this option is selected, the email server will require that you check your email before sending an email. If this option is not selected, you will not be required to check your inbox before sending an email.
 +**POP3 address: [ text entry ].**  This text entry field allows you to input a POP3 address.
  
-{{::​reportoptions.jpg?​nolink&​|}} +  ​* **Different POP3 Port required.**  If this option is selected, a different POP3 Port will be required. If this option is not selected, ​a different POP3 Port will not be required
-  ​* ** Save record of all Reports being emailed.** If this option is selected, a record of all reports being emailed ​will be saved. If this option is not selected, ​no record ​will be saved. +**POP3 Port Number: {{:pop3box.jpg?​nolink&​}}.**This scroll box allows you to select a POP3 Port number.
-  * ** Save record of emailed Estimates as Activities.** If this option is selected, records of all emailed Estimates will be saved as activities. If this option is not selected, no records will be saved+
-  * ** Save record of emailed Invoices and Work Orders as Activities.** If this option is selected, records of all emailed Invoices and Work Orders will be saved as ActivitiesIf this option is not selected, no records will be saved. +
-  ​* ** Save records of all Reports being printed.** If this option is selected, records of all reports that are printed will be saved. If this option is not selected, no records will be saved. +
-  * ** Save record of Estimates being printed at Activities.** If this option is selected, records of all printed Estimates will be saved as Activities. If this option is not selected, no records will be saved. +
-  * ** Save record of Invoices and Work Orders being printed as Activities.** If this option is selected, records of all printed Invoices and Work Orders will be saved as Activities. If this option is not selected, no records will be saved. +
-  * ** Save record of Company Reports being printed as Activities.** If this option is selected, records of printed Company Reports will be saved as Activities. If this option is not selected, no records will be saved. +
-  * ** Save record of Quick Reports being printed.** If this option is selected, records of all printed Quick Reports will be saved. If this option is not selected, no records will be saved.+
  
-**Reset Values Button:** If this button ​is clickedit will reset all your current selections ​to your default selections.+  ​* **Send to each recipient individually.**  ​If this option ​is selectedemails ​will be sent to each recipient individually. If this option is not selected, emails will not be sent individually. 
 +  * **Send copy of emails to the sender.** ​ If this option is selected, a copy of all emails will be sent to the sender. If this option is not selected, a copy of all emails will not be sent to the sender. 
 +**Email Signature: [ text entry ].**  This text entry field allows you to create a customized email signature.
  
 +**Reset Values Button:​** ​ If this button is clicked, it will reset all your current selections to your default selections.
  
 +Report Options
  
-Backup Options ​+{{:​reportoptions.jpg?​nolink&​}}
  
 +  * **Save record of all Reports being emailed.** ​ If this option is selected, a record of all reports being emailed will be saved. If this option is not selected, no record will be saved.
 +  * **Save record of emailed Estimates as Activities.** ​ If this option is selected, records of all emailed Estimates will be saved as activities. If this option is not selected, no records will be saved.
 +  * **Save record of emailed Invoices and Work Orders as Activities.** ​ If this option is selected, records of all emailed Invoices and Work Orders will be saved as Activities. If this option is not selected, no records will be saved.
 +  * **Save records of all Reports being printed.** ​ If this option is selected, records of all reports that are printed will be saved. If this option is not selected, no records will be saved.
 +  * **Save record of Estimates being printed at Activities.** ​ If this option is selected, records of all printed Estimates will be saved as Activities. If this option is not selected, no records will be saved.
 +  * **Save record of Invoices and Work Orders being printed as Activities.** ​ If this option is selected, records of all printed Invoices and Work Orders will be saved as Activities. If this option is not selected, no records will be saved.
 +  * **Save record of Company Reports being printed as Activities.** ​ If this option is selected, records of printed Company Reports will be saved as Activities. If this option is not selected, no records will be saved.
 +  * **Save record of Quick Reports being printed.** ​ If this option is selected, records of all printed Quick Reports will be saved. If this option is not selected, no records will be saved.
 +**Reset Values Button:​** ​ If this button is clicked, it will reset all your current selections to your default selections.
  
 +Backup Options
  
-{{::​backupoptions.jpg?​nolink&​|}}+{{:​backupoptions.jpg?​nolink&​}}
  
-**File Name: [ text entry ].** This text entry field allows you to use to select a name you use for backup files. .bak+**File Name: [ text entry ].**  This text entry field allows you to use to select a name you use for backup files. .bak
  
-**File Path: [ text entry ].** This text entry field allows you to enter the entire path from root to backup location. If you do not wish to enter a file path, you can select the browse button and browse for a path.+**File Path: [ text entry ].**  This text entry field allows you to enter the entire path from root to backup location. If you do not wish to enter a file path, you can select the browse button and browse for a path.
  
 ***Note: The file path is relative to the computer the SSLIP is on.** ***Note: The file path is relative to the computer the SSLIP is on.**
-  * ** Overwrite if file exists.** If this option is selected, the created file will be overwritten if the file already exists. 
  
 +  * **Overwrite if file exists.** ​ If this option is selected, the created file will be overwritten if the file already exists.
 ***Note: If this option is not checked and the file exists, the date and time is appended to the file name.** ***Note: If this option is not checked and the file exists, the date and time is appended to the file name.**
-  * ** Append Date to File Name.** If this option is selected, the date will be appended to the file name. If this option is not selected, the date will not be appended. 
  
-**Backups to keep: {{::​backupstokeep.jpg?​nolink&​|}}.** This scroll box allows you to set the number of backups you want to keep+  * **Append Date to File Name.** ​ If this option is selected, the date will be appended to the file name. If this option is not selected, the date will not be appended. 
-  * ** Notify All Users on Failure.** If this option is selected, all users will be notified of a failure. If this option is not selected, all users will not be notified of a failure. +**Backups to keep: {{:​backupstokeep.jpg?​nolink&​}}.**This scroll box allows you to set the number of backups you want to keep.
-  * ** Specify Temporary Path on SQL Server.** If this option is selected, you can specify a temporary path on the SQL Server.+
  
-**SQL Server Temp Path: [ text entry ].** This text entry field is where you input the SQL Server Temp Path.+  * **Notify All Users on Failure.** ​ If this option is selected, all users will be notified of a failure. If this option is not selected, all users will not be notified of a failure. 
 +  * **Specify Temporary Path on SQL Server.** ​ If this option is selected, you can specify a temporary path on the SQL Server. 
 +**SQL Server Temp Path: [ text entry ].**  This text entry field is where you input the SQL Server Temp Path.
  
 ***Note: The file path is relative to the computer where the SQL Server is located. The path required is the local path on the SQL Server used when backing up the SQL Server. It is only required when the SSLIP is on a different computer than the SQL Server.** ***Note: The file path is relative to the computer where the SQL Server is located. The path required is the local path on the SQL Server used when backing up the SQL Server. It is only required when the SSLIP is on a different computer than the SQL Server.**
-  * **Reset Values Button:** If this button is clicked, it will reset all your current selections to your default selections. 
  
 +  * **Reset Values Button:​** ​ If this button is clicked, it will reset all your current selections to your default selections.
  
 +\\