30 Advanced Tips and Tricks in ComputerEase Software

Presented by Maribel Scarnecchia

Notes:

1. Shortcut Defaults

Modify the properties of the CE Shortcut to default to your company after mm.exe, enter cmpy=(your company number)

Modify the properties of the CE shortcut to default your user ID:

After mm.exe, enter name=(your user name)

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2. Change Colors and Fonts for Company

Go to File and then Color or Fonts to change

You can assign different colors & fonts to

different companies

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3. Company Logo on Main Menu

Customize your Computerease background with your company logo. Logo must be a .bmp file extension and named “mainmenu”. Install in the data directory to have all companies have the same logo or in the company

directory for each company to have its own logo.

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4. Configure User (Defaults)

CE user defaults:

Printers, Quick Access Menu, Green Bar Effect, Displayed

Report Options, Word Template Options and Clipboard options

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5. Report Defaults

Set Defaults for yourself or all users Double click on a cost type to turn off the other cost types Green Bar Settings per report

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6. Maintenance Defaults

Type DEFAULT in the code field

Enter information that you would like to be defaulted when you create a new maintenance item

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7. Autofill Zip Code

Enter zip code in city field to fill in City, State & Zip

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8. Quick Access Menu

Create your own customized menu Assign default to your User ID

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9. Favorites Menu

Pull menu options out of program Rename menu options

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10. To Do List

Keep track of tasks Send requests to other CE users

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11. Printer Setup Options

Print multiple copies Change formatting of reports

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12. Function Keys

Displays detailed help about the selected fieldDisplays a list of the selected field’s contents or choicesDisplays a calendar if the selected field is a date fieldCopies last entry made in that field type into current fieldExpands a drop-down menuExits and saves informationToggles a check boxExits without saving informationAdvances to the next fieldReturns to the previous fieldDeletes the entire row

F1F2

F3F4F10Space BarEsc KeyTab KeyShift + TabAlt + Delete

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13. Date Options

Look up for date Type in 2, 4 or 6 characters with no slashes

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14. Lookup Options

Use “Row Contains” to assist with lookup searches

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15. View Active Users

Click on File then Active Users to see who is logged in and at which station

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16. User Shortcuts to CE Menu

Add common applications to CE toolsClick File – Tools and move your shortcut in to appear on you CE tool bar

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17. CE Calculator

Right click in a number field to call up the calculator Select the arrow point to send value to your field

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18. User Defined Fields

Available for all modulesCreate different types

Make the fields requiredEdit one user field for all

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19. CE Attachments

Create multiple folders in parameters Put documents in folders: link, copy, scan

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20. Printing Screenshots

Print the screen you are viewing by clicking on CTRL and Print Screen Key or just Print Screen Key

Print only active view by clicking on ALT and Print Screen

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21. Trouble Shooter Reports

View potential issues in various modules

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22. Report Books

Create a book of commonly needed reports

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23. Unknown Payroll Items

Unselect options

Print Some Payroll Checks

Updating Workers Comp Rates

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24. QTool - Subtotal

You can skip detail in Qtool Reports

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25. Switching Companies/Logging Off

Use the Log Off Icon to switch to other CE companies and make sure all active CE windows are closed before signing off.

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26. Editing Multiple User Permissions

Check to see what users have any given permission at the same time

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27. Copy Live to Practice

Creating and accessing the practice company

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28. Documentation Folder

Access PDF Files of your CE Manual

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29. Bookmarks inDisplayed Reports

Set a position on a displayed report to return to in the same session

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30. Refresh Button on Reports

Lets you refresh your report data