Is it possible to create a drop-down list for each department, i.e. a list for sales, under which everything related to customers and sales, as well as purchases, stores, human resources and assets are included?
First, let’s get terminology right. What is department? A Division in Manager?
In this context @ibrahim1990 is a department a group of Manager users who happen to be employed in the same area of your physical business?
Which would mean you are asking for Manager to have the configuration in Managers Customize different for each Manager User (or group of users). Instead of the current arrangement where it depends only on which Manager Business is being accessed.
Have you looked at Set user permissions
I’m just going to throw my theory out there as to what OP means.
I think they would like to have a selection drop down that groups the menu items by category- presumably to help make finding a menu item quicker? For instance, when HR is selected from the drop down, the menu would hide everything but employees, payroll, and expense claims.
I was a little overwhelmed when I turned all the menus on for the first time. I got used to it real quick on the business I use them on, and just turned the features off for the ones I don’t.
I do enjoy the ability to collapse the menu. It took me a bit to notice it, but I think it helps not only with screen width, but also with how “complex” the software feels as a new user.
If my theory is correct, maybe OP hasn’t discovered the trick yet.
The two little buttons displayed directly above your start button are an obscure function and a collapse menu button. Give it a try if you haven’t already.
Yes, but perhaps there is one employee working on the sections, so he needs each section to be in a drop-down list from which he can choose. I think that would be better in the program interface and better for the users.
This seems like adding needless extra steps and confusion. Where, for example, would you group Expense Claims? Under Payments because payments were made by someone? Under Customers because the payments are often on behalf of customers? Under Employees because employees might be the ones making the payments and submitting claims? Under Capital Accounts because partners make purchases with their own funds as a way of contributing capital?
Similar alternative rationales could come up with every functional tab, and the answers could vary according to organizational structure and workflow. Further, how would a user remember where a little-used tab is buried? Would it be convenient to go jumping from heading to heading to find the tab last used a year before? I do not believe that would make anyone happy.
The fact is, the tabs are separate because they stand alone. One is not a subset of another.
2 Likes