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Status Bar Enhancements Including Handy “Change Office”

The “Status” bar is at the bottom of the BOS and FOS desktop screens. User information an handy commands are displayed.

In version 14.2, the user level has been added to the display of the user ID. As shown above for example, the user ID is “Admin” and the level is “Company”.  Other levels include “Office” and “Agent”.

A new command, “F4 Change Office” has been added. This can be a convenient option and time saver for company level staff users who are entering information such as listings, pending sales, and especially agent bills for multiple offices. When logging in a companywide user selects a “default office”, e.g. “OFFICE1”.  As data is entered for the offices, the default office ID is always placed on browse and filter screens.

Many companies enter data at a central location for all of the offices. To help, as they enter data from another office, they would log out of BOS and re-login but as a different default office, This then saves time when entering the office’s transactions and bills. With the new F4 command, this switch can be made instantly instead of having to log out and then back into BOS/FOS.

When you press the F4 key, the above dialog appears. Use the drop down to select the next office to be the default office.

As shown above, the operator is to switch to “OFFICE2”. Click the “Apply” button to do the switch.

To complete the switch,  click OK.

The Status bar will then show the new default office.

 

 

 

 Want Everyone in your Company to Run it Like a Business? run REAL/Easy 1-800-REALEASy (1-800-732-5327)