Author: Jack Stodhart- Application Consultant
Everyone has their own way of navigating through IFS, and this is the same no matter what program you are using. We all ‘google’ in a certain way that is most natural to us. From my experience that will typically reflect the way we were first shown to do something – in other words, if we aren’t shown some of the shortcuts and quirky functionality when we first begin to use IFS it’s unlikely we would change our habits later on. So, I had the thought that over the next few months I would write a blog that would allow me to try and show the IFS Community some of the techniques I have learned which may help to make some routine tasks a little quicker and easier.
Ctrl + K:
I am not sure about everyone else out there, but I know my memory and spelling isn’t perfect, especially when it comes to a long list of customers, or that one supplier you always get two letters confused.
Normally the ways you would use to find a particular record would be to either find the correct ID/Name on a piece of paper or use the search functionality. Not the most difficult processes in the world, however when you want to be as efficient as is possible, all those extra minutes can really add up. Here the Ctrl + K functionality will hopefully help.
For example, if I am looking to place a Purchase Order with a Supplier and I know that the first part of their ID is “00123” but I can’t remember what the last digit of the ID. If I create a new record and in the Supplier ID, type in 00123, and then press Ctrl + K what the system will do is search the records based on what you have entered with any value following that. If there is only one record found, it will automatically select that record.
Information Cards are arguably one of the least used pieces of functionality on the ‘page action’ toolbar. Having that on nearly every screen in IFS would get it more noticed. So hopefully after this little narrative, Information Cards may become more popular.
Information Cards allow you to pull information to that particular window with information which has already been connected it.
So my best example of the use of this functionality is on the customer order screen. It is often the case that the user will need to check the remaining credit available to the customer – this would normally mean leaving that page to find the information, and then return and continue. This is no longer required. Instead, select the Information Card Icon and you are now able to select your variables – you can title the card, and for this example I would select the Remaining Credit Field and Add, and then click Ok. The title will now appear on your screen. If you want this to be removed you can use the x on the top of the screen, or click the Information Card Icon again. If you want to adjust the Card, you can use the arrow at the bottom right of the and Select “Configure”.
The Zoom functionality is a powerful tool, and during implementations can be invaluable in speeding up the movement between the different windows and in inputting basic data requirements.
Even when the system has gone live Zoom functionality still has a role to play in the day to day activities, and this is where I have noticed that the functionality is not widely used. In a lot of examples if the user knows the location of the “Drill Down” location then they tend to navigate there. This works but it’s just a slow process. If the user does not know the location, then it can be a long and extended process of searching or trying to get hold of someone who would know.
In order to use the Zoom Function, click on a particular field, for example, on a Customer Invoice, I want to see the Customer Order. Then click on to the Order Field, and in your page action toolbar click on the icon or use F9 on your Keyboard. This will either load up a new Window with the order or take you directly to the Order on the current window (this will depend on your profile). Personally, I prefer to have a new window load up, as it will not disturb my current session and will allow me to interrogate the screen. Once I have found what I want to see I can close that window and continue as before.
I hope that you enjoyed reading my first few tips to hopefully speed up and improve your day to day life of IFS. If you have any comments or questions, then please don’t hesitate to get in contact.