Callouts & Shortcuts (incl. video tutorial)

written by training admin | last published at november 13, 2023 \# callouts & shortcuts help to quickly access the information relevant to you \# overview you may want to set up a callout or shortcut to customise your workspace and create easier navigation around your erp platform, add quicker access to the module you work most on and receive timely updates of your tasks callout – shorter route to a particular field on a tab (or sub menu) that is used most often with saved filters (both default filters and personally applied filters will be saved) and with timely updates of its number/status shortcut – shorter route to a particular field on a tab (or sub menu) that is used most often without saved filters (only default filters will be saved) \# working with callouts for example, if you are a salesperson and want to keep track of only your sale orders without the history of sale orders of your colleagues (other salespeople), here is what you need to do to add a callout , navigate to sales => sales orders; in the filters field we can see all the available filters the default filters (highlighted in orange) and inactive filters (in grey) in order to show only my sale orders, press the ‘my sales only’ filter (you can keep the default filter buttons active, or you can de activate them by pressing on them again – they will turn grey) apart from applying filters you can group the information in a certain way in ‘group by’ – it will also get saved for you; \=> press filters on the operations menu => then press ‘add to callouts’ from the drop down menu; \=> title your new callout; \=> after pressing ‘ok’, you will see ‘my sales orders’ as a numerical callout it will appear in the shortcut display area when the number of records changes, the callout number will appear in red after a short time and update the number if there are no records for the callout – it will appear as 0 (zero) in grey callouts can be saved in many formats – not only in list view or form view, but also in kanban view, map view and pivot view the principle of adding it is the same – you should proceed to the required module => sub menu => filter the information you need => choose the preferred view => add to callout to delete a callout (option 1) , go to any module; \=> press filters on the operations menu => press ‘manage callouts’ from the drop down menu; \=> press the trash can button () on the right next to the callout you want to delete and press ‘ok’ to delete a callout (option 2) , go to your user settings (the far top right hand side of the screen and click on your user picture) => press ‘manage callouts’ from the drop down menu \=> press the trash can button ( # ) on the right next to the callout you want to delete and press ‘ok’ ! please note you can only apply up to 10 callouts callouts refresh automatically and can take time to refresh depending on the complexity of the callout, which in turn can potentially slow down your system work to disable a callout you may want to disable a callout if for some time you do not want to receive notifications about it (so there is no need to delete it completely since it’s only temporarily) to do that, go to your user settings (the far top right hand side of the screen and click on your user picture) => press ‘manage callouts’ from the drop down menu \=> double click on the callout line or press on the edit data button () when your callout is opened in form view (as below), find a ‘disable’ checkbox, tick it and click save button \=> refresh your page, and you will see that the number of the disabled callout has changed to ‘disabled’ to enable your callout back, do the reverse go to your user settings (the far top right hand side of the screen and click on your user picture) => press ‘manage callouts’ from the drop down menu => double click on the callout line or press on the edit data button (image 20210312164939 5 png) => when your callout is opened in form view, find a ‘disable’ checkbox, untick it and click save button ! please note every time your callout changes (either when you receive a new one and the callout number goes up, or you disable it, or you complete it and the callout number goes down) – the new change appears in red, wiggles and changes accordingly \# working with shortcuts shortcut – shorter route to a particular field on a tab (or sub menu) that is used most often without saved filters (only default filters will be saved) ! please note when choosing a shortcut remember that your personally applied filters, or the information that you have grouped certain way will not be saved to add a shortcut press star sign on the operations menu when green shortcut is active/applied; when grey shortcut is inactive/not applied to delete a shortcut press star sign on the operations menu again (grey star – shortcut is not applied) \# tip how to access all callouts within a company in order to access all callouts within a company please go to settings> configuration> features> all callouts in the list view you can search a callout by an “alert name” (name of a callout) or use any filter to find a needed callout, for example by user's name video tutorial on callouts and shortcuts embedded content from https //www youtube com/embed/rdi3r7os1ie?\&ab channel=enapps\&wmode=opaque\&rel=0