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Customizing your desktop with additional shortcuts

Add shortcuts to any item from the System Menu

You can create shortcuts on your program desktop from items on the System Menu.

Click the Click here to edit the process map link at the bottom of the activity center you want to edit. You can then simply drag an item from the System Menu to the desktop area, and place it where ever you want.

Add shortcuts to any specific report from the Report Printing window

You can create shortcuts on your desktop to a specific report from any report printing menu.

Select the report on the Report Criteria tab, and then click Create Shortcut on the toolbar. If multiple activity centers are shown on your desktop, you can select the activity center on which you want the shortcut to appear.

Note: Desktop configurations are specific to each computer. They are attached to the user name and are consistent throughout all companies accessed from the computer where they are set up.

Add shortcuts to external documents

When editing shortcuts, you can drag various types of documents, including Excel, Word, and PDF documents, and drop them on the Sage 100 Contractor Desktop, where you can easily open them without minimizing Sage 100 Contractor.

To open a document in the associated program, you simply double-click its icon on the activity center desktop. You do not have to leave Sage 100 Contractor to hunt for and open documents you use regularly for reference!

Tips:

While you cannot drop URLs directly on the Desktop, you can copy a bookmark from your browser, save it as a shortcut on your Windows desktop, and then drag the shortcut to the Sage 100 Contractor Desktop. You can view the website in your default browser simply by double-clicking the shortcut.

Make sure you do not delete the shortcut from your Windows desktop, or the shortcut on the Sage 100 Contractor Desktop will not work.
You can also drag folders from Windows Explorer, and drop them on the Desktop.
As a best practice: On your Windows desktop, create a folder called "Sage 100 Contractor Shortcuts," and then save shortcuts to that folder before dragging them to the Sage 100 Contractor desktop. Storing all your Sage 100 Contractor shortcuts in one place will help you stay organized and may serve as a reminder not to delete them.