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Published byAudrey Taylor Modified over 9 years ago
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CRIBMASTER 101
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WHAT’S INSIDE Application Roles Ribbons and Explorer Heading and Grid Clicks Standard Icons Applying changes Cool Features
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APPLICATION ROLES
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UNDERSTANDING APPLICATION ROLES CM9 Client has two application roles CribMaster Admin Each role requires an available license in the database Application roles and licenses are shared seats – musical chair
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ROLES CribMaster Issue Return Find Item Purchasing Data Management Reports And more Admin Issue Return Find Item Purchasing Data Management Reports And more
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CLAIMING YOUR ROLE
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RIBBONS & EXPLORER
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WHAT’S A RIBBON? Vertical command bar at the top of the screen Function and label groupings based on CMClassic Ribbons Home ~ System ~ Actions ~ Purchasing ~ Reports ~ Help Additional Module ~ PM
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RIBBON FEATURES Personalized toolbar through Quick Access Toolbar Minimized Ribbon
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WHAT IS EXPLORER? Horizontal menu selection on left side of screen Tree format Functions grouped by topic Explorer excludes transactional screens (issue, return, transfer, receive, etc…) Explorer excludes Reports screens
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EXPLORER FEATURES Minimize explorer Collapse/expand groups Custom views selection
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DOUBLE & RIGHT CLICKS Double click grid line to open/close properties Double click grid line to add qty in transactional screens Right click column header to search, sort, filter and more… Right click grid line for additional function
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STANDARD ICONS
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ICONS ICONS ICONS… Add New Delete Properties Edit In Grid Refresh Clear Filter Search Filter
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APPLYING CHANGES
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APPLY CHANGES? Click √ on the properties Select Upper level tab Move off the record in the grid
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COOL FEATURES
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DOUBLE & RIGHT CLICKS Double click grid line to open/close properties Double click grid line to add qty in transactional screens Right click column header to search, sort, filter and more… Right click grid line for additional function
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THANK YOU!
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