Adding Favorite Programs

Q:  There are certain options in CertiflexDimension that I tend to use more than others. Is there a quicker way to get to these rather that going through all of the drill-down menus?

A:  CertiflexDimension has the capability to allow users to access frequently-used options via a Favorites menu. This can save time for users who only really use a few programs in CertiflexDimension, and you may also specify certain reports in your Favorites menu.

To add a selection to your Favorites menu, click on the Favorites button on the Navigation bar, located on the left-hand side of the main menu. This will show your list of Favorites. Click on the Add button to bring up a list of reports and applications within CertiflexDimension.

For example, if you frequently access the Aged Accounts Payable report, you may select this report from the available list. Once you have highlighted this report, click on >OK.

You will then be prompted to provide an Option Name. You may leave this name as it is, or if you choose you may change the name of the Favorite. For example, if you have selected Record Pay Data, you may change the name to “Enter Paychecks”. An option name may be edited at any time through the Favorites list by highlighting the option and clicking on >Edit. You may also choose to remove options from your list at any time. To remove an option from your Favorites list, highlight the option and click >Delete button. If you find that you are using certain options more frequently than others, you may change the order of your Favorites list by highlighting the option, then click >Up or >Down arrow to change the position of the option in your list.

You will then be prompted to provide an Option Name. You may leave this name as it is, or if you choose you may change the name of the Favorite. For example, if you have selected Record Pay Data, you may change the name to “Enter Paychecks”. An option name may be edited at any time through the Favorites list by highlighting the option and clicking >Edit. You may also choose to remove options from your list at any time. To remove an option from your Favorites list, highlight the option and click >Delete button. If you find that you are using certain options more frequently than others, you may change the order of your Favorites list by highlighting the option, then click >Up or >Down arrow to change the position of the option in your list.

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