An ACEware Presentation Student Manager Preferences Ver 8.071 Part 1/2 (System, Names, and Org Preferences) An ACEware Presentation

Today’s Goals Preference Basics Session 1 looks at: System Names Org Preferences View by Preference types: Enable/Disable Performance Behavior / Preference New (hidden/obscure) WWCD Use the Force… ( SM Help) Where Do You Go From Here? (Homework) Questions

What’s it all about…. ACEware

How Student Manager Works for YOU Hear Ye.. Hear Ye Please Vote !!! How Student Manager Works for YOU . . . Depends on how YOU set your preferences

How do you get to preferences?

How do YOU (KOF) control who gets to edit preferences?

Within that Screen Area What’s up with the color coding? User Specific Global Must be Level 6 to use IF user has permission Affects ALL users Within that Screen Area

vive la difference ADMIN vs NON-ADMIN view of Preferences..

VISIBLE, but NOT editable.. Global Preferences VISIBLE, but NOT editable.. Non- Admin View

Full View.. Can Edit all elements Admin View

eg: Make a certain user’s preferences the standard for other users… Your ADMIN can “Top Dog”Preferences eg: Make a certain user’s preferences the standard for other users…

Each Major Screen of SM has a separate tab

Preferences perform different functions Enable and Disable Fields Control Field Behavior Fields with check marks display on screen How the field is labeled Is the field validated? Is the field encrypted? Set default value for field Control System Behavior Enable Name Grouping Turn features ON/Off “Call Back/Tickler Reminders Email Course Reminder Clone Budget Records etc. etc..

Preferences perform different functions Performance Settings System Disable 1st Word Search Turbo Search Mode Allow Turbo Option on Reports Names Display Deadbeat Info Course Display Due and Paid Totals

System Preferences Name Preferences Org Preferences ACEware 20th Annual Users’ Conference May 18– 20, 2016 / Hilton Garden Inn, Manhattan Kansas

WWCD ?? What Would Chuck Do !

System

Who’s your friend… . Jason SM On-Line Help Guide

Disable 1st Word Auto Search Performance Preference! Disable 1st Word Auto Search On Large datasets, Turning this ON (check the box) can GREATLY improve Name look up speed Is a user Level Preference

Store Date range and paste into Query (range of dates) TIP: Store Date range and paste into Query (range of dates) Macro Fields Macro Keys store messages for Quick Pasting into text, memo field, or query

User does NOT have permission to edit full preferences User does NOT have permission to edit full preferences? Go to Edit / My User Profile

Preview Courses for ACEweb Set “root” of your ACEweb URL AND.. You can change the Default browser

WWCD ??

Names Relabeling New Relabels New Pref Senior $ Disable Pop Overlooked? Char 1 Callback Name Grouping Default Sort ID Lookup

WWCD ??

Org (Organization)

Best setting for SSN/ID #? Open Text Simplifies Combining Names

UDF’s (User Defined Fields) and General Pref Tips

UDF User Defined Fields fields can be labeled and used to store information unique to your organization UDF’s usage is user specific  UDF Labels are global, and must be the same for every user Faculty and Pay UDFs are always enabled. You can label them as you wish

UDF User Defined Fields UDF Options are available on the following screens: Names Courses Registrations Faculty Pay

Enable validation of Character or Numeric fields by putting a + as first character

Take the time to review your system preferences Remind users to set up their e-signature line

Questions?

Annual Users Conference.. ACEware 23rd Annual Users’ Conference June 4-7, 2019 / Westin Hotel, Las Vegas ( Registration now open – Scholarships available)

Join us next Month for Software Update: Wednesday, February 6th, 1:30 pm CST Part 2: Student Manager Preferences: Thursday, February 21th, 2:00 pm CST