Sage 300

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SAGE 300 (2024) custom views

Posted By Tech BA over 1 year ago

Hi All

We are about to move across to SAGE 300 (2024) but not running webforms for the short/medium, however I would like to know if there is away to add a sort of "Favourites" pane or view whereby users can load up and map common macros and apps?

Currently the move around the different modules AP, GL etc and thought if there was a way to create a sort of home screen with common elements for a specific role

thanks in advance

0 Jim Love over 1 year ago

In "classic" desktop Sage 300, simply add a folder in the tree on the left of the main screen, then copy any shortcuts wanted (from the right side) into that user folder.
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0 Tech BA over 1 year ago in reply to Jim Love

Thanks for the response, however I do not appear to have the ability to adda new branch in the left menu. Is this a custom security role required or a config change somewhere?
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0 Tech BA over 1 year ago in reply to Tech BA

Sorted!!!, excellent that will make life better for some of our users who move all over the system.

thanks
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Sage 300

SAGE 300 (2024) custom views

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