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When you have a busy schedule, you don't want to lose track. It can be helpful to display all your activities in a calendar, allowing you to see at a glance what is planned for each day. In this article, you will learn how to adjust the view in the Activities module to a calendar overview and how to directly move or delete activities in this view.
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Everyone works in their own way. One module may be important to you, but another module may be much more relevant to your colleague. Therefore, you can use views in MKG to adjust the layout of your screen to what's most convenient for you.
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In the Sales Dashboard module, under the 'Invoices' tab, you will find the standard view Invoice Value (8201). In this standard view, the sum of all created invoices is displayed per debtor. Additionally, a breakdown is made based on the fields Invoice Date.
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In the Sales Dashboard module, you will find the standard view Order Value (8201) under the 'Orders' tab. This standard view displays the sum of all created orders per debtor. Additionally, a breakdown is provided based on the fields Order Date.
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In the Sales Dashboard module, under the 'Quotes' tab, you will find the standard view Quote Value (8201). This standard view displays the sum of all created quotes per relationship. Additionally, a breakdown is made based on the fields Date Offered.
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In screens where lists of data are shown or can be created yourself, it is possible to export these to various file formats, such as Excel or PDF. In this article you can read how you can quickly create an export.
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For the benefit of production locations, the Inventory List contains a Pick-up List and a Drop List. This article provides an explanation of both lists, with a focus on the status of the production location.
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How do you quickly find information in a list when it contains a lot of data? In this article, we show you several options to add a summary through the list settings, so you can see the information you need at a glance.
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You can customize any list according to what you want to see at that moment. By saving this screen layout as a View, you can get the same view every time with the press of a button. This video shows a few options for creating your own view that you can even share with colleagues.
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Quickly get the relevant information from your list without too many clicks or clicks? Add the Details window. This allows you to see all other available data right next to your list - which sometimes only contains the header information per row. In this article you can read how to set this up.
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MKG has numerous lists. These lists usually contain the most relevant fields. However, you can add your own desired fields to each list, both direct and indirect. In this article you can read how to add direct and indirect fields to your lists.
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MKG includes multiple dashboards, which allow you to gain insights from the data in your database. When you know how the dashboards work and can be configured, you can use them optimally. In this video, you can see how the dashboards are structured.
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Lists often contain a lot of data that may not immediately provide a clear overview. You can make your screen much more insightful by adding conditional formatting, such as colors, shapes, and bars. In this article, you will learn how to do this.
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After completing the technical and functional setup, each Shop Floor terminal can be assigned its own layout. Create a unique one for each terminal. Based on this third and final part in a series of articles on how to set up the Shop Floor, you can now take the final steps towards a working Shop Floor.
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All modules and most tables in MKG have their own start page. After opening the module or table, you arrive here. What can you do on the module start page? In this manual, you will become familiar with the search, actions, and favorites you encounter on this start page.
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The quote value per week, month, or quarter in one overview? With the standard dashboard 'Quote Value Analysis' you quickly have access to the quote data for a specific period.
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This article shows how to configure the 'Other Matters' on the 'Data' tab, for example, how to handle VAT returns in the Liquidity module.
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In MKG, you can easily manage documents and/or shortcuts via the Documents module. Additionally, various modules contain a 'Documents' tab. In this article, you will learn how document management works in MKG.