Appendix A-Sage 100 Contractor Features > Basic Features > Customizing the desktop with additional shortcuts

Customizing your desktop with additional shortcuts

Add shortcuts to any item from the System Menu

You can create shortcuts on your program desktop from items on the System Menu.

Click the Click here to edit the process map link at the bottom of the activity center you want to edit. You can then simply drag an item from the System Menu to the desktop area, and place it where ever you want.

Add shortcuts to any specific report from the Report Printing window

You can create shortcuts on your desktop to a specific report from any report printing menu. Highlight the report under the Report Criteria tab and click Create Shortcut on the toolbar. If multiple activity centers are shown on your desktop, you can select which activity center desktop you want the shortcut to display on from a drop-down list.

Note: Desktop configurations are specific to each computer. They are attached to the user name and are consistent throughout all companies accessed from the computer where they are set up.

Add shortcuts to external documents

When editing shortcuts, you can drag various types of documents, including Excel, Word, and PDF documents, and drop them on the Sage 100 Contractor Desktop, where you can easily open them without minimizing Sage 100 Contractor.

To open a document in the associated program, you simply double-click its icon on the activity center desktop. You do not have to leave Sage 100 Contractor to hunt for and open documents you use regularly for reference!

Tips:

Links to more information . . .

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.