I like this idea and hope that @lubos considers it as we also have groupings under customization and reports so why not under settings. I had a draft stab at it just yet, see below:
this Idea Will Help Users To Find Settings Very Easily. they Need not to Hower On all Settings To Find What They Want to edit But They Find Easily if Settings Are grouped.
I Hope This Ides Will Be implemented Soon.
The latest version (22.8.6) is improving settings tab so similar items are grouped together.
So far I’ve done following…
Base currency
Foreign currencies
Exchange rates
Recurring journal entries
Recurring sales invoices
Recurring purchase invoices
Recurring payslips
Payment rules
Receipt rules
Smtp Server
Email Templates
I’m only going to group related items where it’s obvious. I’m not trying to create arbitrary groups to try pigeonhole all items into them. It should still be very obvious where everything is without thinking about it.
I replied in error noticing that things are grouped but it now is confusing to a certain extend because you do not know which one is rolled up and which one is standalone. Only by clicking you know.
What we need is to reduce number of items at the top level of Settings tab so you can easily find the item you are after.
You will develop muscle memory eventually when you know Recurring Sales Invoices are under Recurring Transactions. Or Payment Rules are under Bank Rules etc…
Legacy features → Obsolete features Trying to persuade us to move away from the internal PDF generator! Although, once there it says Settings > LegacyFeatures — Edit at the top
Yes for many like myself the PDF generator remains very useful and is definitely not obsolete. We send emails to suppliers and customers with perfect PDF files straight from Manager as it is supposed to do without first having to save as PDF and then attach to an email using an email application.
I find the current groupings very logical, so have no problem with them. However, perhaps those with sub-items could be highlighted in some way to indicate one needs to drill down a level. It would save clicking on each setting item to check that their aren’t items below.
I support the idea as well. In addition, having a search function would be really useful if we hide elements in subgroups. Then we all could develop muscle memory to find things much faster.
I agree with others that I am not convinced that collapsing groups is optimal for two reasons.
One - Currently you cannot see what is a group such as Bank Rules and what will open a form. If you think of the context of folders and files - there has always been a visual distinction between the two. I would say that this is the biggest failing of the current new design.
Two - It is very seldom that one would need to do anything in the Settings Section. Collapsing the options within folders just means more clicks to get to the option I want. Another failing of the collapsed approach here is that it’s not easy to see in one glance any new settings that have been added. I would have to open up folder to see if there are any new settings! I honestly believe that the optimal approach would be very similar to the imac picture at the top of this post.
Failing that, at fix issue one and add the following to groups as there are still too many options in settings to make it easy to find the setting you are looking for quickly meaning the original issue remains unresolved:
Inventory Kits, Inventory Locations and Non-Inventory to Inventory Management
Business Details and Business Logo to Business Information
Chart of Accounts and Control Accounts to Accounts
I would also request that when you click on Custom Fields, the view that comes up looks like Form Defaults. It will be much easier to find the Custom Field that you are looking for if it is in a list like Form Defaults. Second, it would be more consistent. Same request for Cash Flow Statement Groups and Control Accounts.
I would request that you re-consider the option to create collapsible groups for the navigation menu as discussed in this topic - Manager Navigation Feedback The navigation menu is simply too long and several tabs I hardly ever use. Collapsible Navigation would make far more sense than collapsible folders in Settings.
Trying to persuade us to move away from the internal PDF generator! Although, once there it says Settings > LegacyFeatures — Edit at the top
