In E10 you have to go to menu maintenance and enable the customization for that option.
Joe
On Tue, Apr 12, 2016 at 7:48 AM, 'Smith, Adam' Adam.Smith@... [vantage] <vantage@yahoogroups.com> wrote:Â<div> <p>It did not seem to work for me. Maybe what I am asking is not a personalization??? What I want is to make the tree view personalization on the left in Job Tracker to be everyone’s default (see below screenshot). What I have tried was to turn on developer mode. Open Job Tracker. When it prompts me what customization, I choose the person under personalization under the correct customization. I enter a job number to confirm that it is the correct personalization. Then I click customize. And then I click Save Customization. Exit and test. Nothing changed.
[cid:image001.png@01D19497.E8772530]
Thank you,
Adam Smith | IT Manager
Lapeer Industries
290 McCormick Dr., Lapeer, MI 48446
Phone: (810) 664-1816
Fax: (810) 664-7182
adam.smith@...<mailto:adam.smith@...>
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, April 11, 2016 10:28 AM
To: Vantage
Subject: Re: [Vantage] Vantage 8.03 - Personalization to everyones default
Load the personalization you want (or re-create it)
Then go into developer mode and save the "customization" it will save all the personalization changes with it and then assign it in the menu.
Jose C Gomez
Software Engineer
T: 904.469.1524 mobile
E: jose@...<mailto:jose@...>
http://www.josecgomez.com
[http://www.josecgomez.com/images/linkedin.png]<http://www.linkedin.com/in/josecgomez> [http://www.josecgomez.com/images/facebook.png] <http://www.facebook.com/josegomez> [http://www.josecgomez.com/images/google.png] <http://www.google.com/profiles/jose.gomez> [http://www.josecgomez.com/images/twitter.png] <http://www.twitter.com/joc85> [http://www.josecgomez.com/images/wp.png] <http://www.josecgomez.com/professional-resume/> [http://www.josecgomez.com/images/rss.png] <http://www.josecgomez.com/feed/>
Quis custodiet ipsos custodes?
On Mon, Apr 11, 2016 at 10:19 AM, 'Smith, Adam' Adam.Smith@...<mailto:Adam.Smith@...> [vantage] <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>> wrote:
Forgive me, but I am pretty new to Vantage. I can open the personalization using the customize option (developer mode). I do not know how to make it the default. Can you give me some more detailed instruction please?
Thank you,
Adam Smith | IT Manager
Lapeer Industries
290 McCormick Dr., Lapeer, MI 48446
Phone: (810) 664-1816
Fax: (810) 664-7182
adam.smith@...<mailto:adam.smith@...>
From: vantage@yahoogroups.com<mailto:vantage@yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>]
Sent: Monday, April 11, 2016 9:07 AM
To: vantage
Subject: Re: [Vantage] Vantage 8.03 - Personalization to everyones default
Turn it into a customization and make it the default.
On Mon, Apr 11, 2016 at 8:59 AM, wiztech432@…<mailto:wiztech432@…> [vantage] <vantage@yahoogroups.com<mailto:vantage@yahoogroups.com>> wrote:
Trying to figure out how to make someones personalization the default for everyone. I have an employee that personalized his Job Tracker screen. We would like for everyone to use that personalization, but we do not want to manually personalize everyone. Is there a way to copy his personalization to be the default layout, even for future employees?
Thank you,
Adam Smith
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