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

2. 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

3. What’s it all about…. ACEware

4. 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

5. How do you get to preferences?

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

7. 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

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

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

10. Full View.. Can Edit all elements
Admin View

11. 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…

12. Each Major Screen of SM has a separate tab

13. 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
Course Reminder
Clone Budget Records
etc. etc..

14. 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

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

16. WWCD ??
What
Would
Chuck Do !

17. System

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

19. 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

20. 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

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

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

23. WWCD ??

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

25. WWCD ??

26. Org (Organization)

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

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

29. 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

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

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

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

33. Questions?

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

35. 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