System: Export system settings
With the settings export ("Settings"), you can transfer Scopevisio settings from one workstation to any number of others.
This allows you to work with the same software and the same views, menus, etc. throughout your company. This helps you to introduce the software more quickly and standardize work processes.
Configuration types (types of settings)
User: contains the settings for the graphical display of the tables and the settings under My Scopevisio.
Settings from My Scopevisio
View of the contact management forms
Table views
Company: includes the settings and documents that are available in the company. Export this file if you want to transfer data from one company to another. However, you can also use this type to transfer the settings relating to the data fields in the business objects in Contact Management. Export these settings together with the user settings for a uniform display of your CRM.
Bank statement rules, layout rules, rules for the document worklist
Business object customizations
User-defined fields
Document layouts
My menu
Instance: with this configuration type, you can export user profiles and thus assign standardized rights in all your instances. Select the settings to be exported using the checkboxes at the beginning of the line. If you want to export all settings of a type, check the box in the column header. Click on Export and to save the file to your hard disk. Carry out the process for the other setting types if you wish.
You need the appropriate rights to import and export company and instance settings. For example, you cannot export user profiles if you do not also have the Company and User - All rights user profile.
Exporting settings
Select Organization > Administration > System / Export system settings.
Here you will find all settings organized by category. To export these, proceed as follows:
Select the configuration type (i.e. the setting type, see above)
In the Element name column, tick the settings you want to export.
Finally, click on Export.
You can save the generated .pck file in a suitable location in order to hand it over to your employees.
Note the scroll bar: there are more settings available than are apparent at first glance.
Exporting templates is useful if you want to save time and work with standardized forms.
Prepare settings
Open your application or register a free trial instance.
All exportable views and functions are described below.
If, for example, you want a uniform user interface for your employees, but it does not correspond to your own settings in Scopevisio, simply register a free test instance with the corresponding licenses. In this instance, you create the employee settings and export them.
Accounting has different requirements than sales or customer service. In Scopevisio, you can set up the right interface for each department. All forms and functions are gradually adapted to complete the settings.
My Scopevisio
Many My Scopevisio settings can be transferred to other instances.
Contact management forms
The Scopevisio forms are made up of information units - the business objects. These are blocks of information in which thematically related fields are grouped together and given a heading. For example, the contact form contains the "Address" business object with the data fields for street, zip code and country.
You can show and hide business objects and move them within the form, and show or hide the individual data fields. In this way, you can design your own personalized forms. The views of each individual contact role can be customized independently and transferred to other instances via export.
The positions of the displayed business objects are transferred via the user settings Contact UI settings, the displayed data fields in the business objects via the company settings Business object customizations.
Table views
You can show and hide table columns and change their order.
Right-click on the table header and select Column selection. Check the desired columns and save. Move a column by clicking on the heading and dragging the column to the desired position while holding down the mouse button.
Bank statement rules and document worklist
You can use bank statement and document worklist rules to create conditions that automatically suggest a posting for an account movement or incoming invoice.
You use layout rules to determine which layout is used to create your various accounting documents.
Within an instance, all users who have the appropriate rights can access these rules. You can also transfer the rules to other companies using the settings export function. You can select individually which rules are to be transferred.
Customize business objects
Use the right mouse button to show or hide data fields and entire business objects in the various forms. You can move the business objects to other positions by dragging them with the mouse.
User-defined fields
Within an instance, all users who have the appropriate rights can access user-defined data fields and create new ones. You can also transfer the fields to other companies using the settings export function.
Document layouts
Practical for franchise chains and chain stores: offers, invoices and other sample documents that you have already created in your own company layout can be rolled out company-wide in the form of settings.
Scopevisio also offers the creation of the required document layouts as a service.
Set up my menu individually
A department usually only needs some of Scopevisio's many functions.
In My Menu, you only include the menu items you need. You can access My Menu by right-clicking in the menu area.
Use the menu icon (see marking in the following illustration) to switch between the full Scopevisio menu and My Menu.
Set My menu as the default menu
In My Scopevisio (accessible via the settings icon), you can set Scopevisio to always open with your individualized menu.
User profiles
User profiles and the associated read and write permissions can be defined in Scopevisio and customized for the final user.
These can also be transferred to other instances.