User Startup Options for Business Alerts and Dashboard Reports

Upon opening Acctivate, users have the option for a few different Acctivate windows to appear automatically. This option is user specific and can be changed in Configuration Manager. To view the options available for Startup windows, go to File >

Posted in Configuration, Getting Started, Launch Acctivate, Reports, Start up

Change Lookup Filters To Improve Performance

Lookup windows in Acctivate sort though all kinds of different data related to that lookup window. The more specific you are about the criteria set, the less data that the lookup window has to sort through, which means that the lookup

Posted in Customer, Inventory, Sales, Start up

Create Users

Users can be setup and maintained in the configuration manager of Acctivate. You can create users and assign specific permissions to that user to limit their access as necessary. Users also have options related to email and startup options. To create

Posted in Configuration, Getting Started, Launch Acctivate, Start up
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