Exercise - Customize your status bar

  • 2 minutes

  1. Open your browser

  2. Log into your environment

    Sign in screen

  3. On the left side, select the blades

    Left blades: Show navigation pane

  4. Expand the Favorites and see what is available

    Favorites (empty)

  5. Under Modules, select Accounts receivable

  6. Open Customers, hover over All customers, and select the star to Add to Favorites

    Customers .. All customers

  7. Return to the Favorites menu and see All customers listed

    Favorites .. All customers

  8. Repeat for any other menu items (forms, reports, jobs) that you will want to come back to frequently