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Smart and Easy Ways to Work with Sage X3

Wed, 28 Aug

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Webinar

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Smart and Easy Ways to Work with Sage X3
Smart and Easy Ways to Work with Sage X3

Time & Location

28 Aug 2024, 11:00 – 12:30

Webinar

About the event

Shortcuts and Tips 

  1. Keyboard Shortcuts: Navigation: Use Alt + Left Arrow to go back to the previous screen. Save: Press ESC + B to save data quickly. Navigation Screen: Press ESC + G + H. Help: Press ESC + F1 to access the help field. 
  2. Dashboards: Customize your home dashboard to display key performance indicators (KPIs) and frequently used functions for quick access. 
  3. Favourites: Bookmark frequently used screens or reports by adding them to your favourites list for quick navigation. 
  4. Personalization: Customize user screens to hide fields or rearrange layouts to suit individual workflow needs, enhancing efficiency. 
  5. Batch Processing: Use batch processing to run repetitive tasks or reports at scheduled times, reducing manual effort. 
  6. Reports and Queries: Use the report designer to create custom reports and export data directly to Excel for further analysis. 
  7. Data Extraction: Use the data extraction tools to spool information from the database, filtering and sorting data as needed. 
  8. User Preferences: Set user preferences to define default values, user-specific settings, and personalized shortcuts. 

 Fun Tools 

  1. Crystal Reports Integration: Design advanced reports with Crystal Reports, which integrates seamlessly with Sage X3. 
  2. Sage X3 Mobile: Leverage the mobile app for access to critical business data on the go. 

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