Different CAS genesisWorld functions allow you to create a standard user interface. These settings can be defined as defaults for Desktop Client users by the administrator.
Navigators contain folder and view items, you will also see how they are ordered in tree structures. The program navigator is shown in the left pane of the program window. Link navigators are used in dossiers and show all linked data records. A document template navigator contains templates with which document data records in CAS genesisWorld can be created.
Users must have the necessary rights to be able to load, create and edit navigators. If these rights are missing, the administrator defines navigators for users.
This applies to the program navigator, link navigators and the document template navigator.
Users must also have the necessary rights to be able to import and export program, link and document template navigators as a GPR, GLI or GDT file.
Publick navigators contain an e-mail view which automatically accesses the Default account of the logged-on user.
View formats can be used, for example, for list views, search results, dossiers or multilists. A view format always refers to just one data record type and determines which fields are displayed and in which order, how a list is sorted, which font is used, and so on.
Users must have the necessary rights in order to be able to load, create and edit view formats. The administrator creates and configures view formats for users.
Dashboards are found in the program navigator and in data record windows. Administrators can create a default dashboard that appears as the first view in the program navigator. The administrator can also create public elements for all dashboards that can be viewed by all users. In the case of data record dashboards, the administrator defines for which data record types these are to found.
Input help options are pre-defined inputs for specific fields in data record windows such as presets for the Sector field in address data records.
Central administrator settings must be configured in the Management Console and in the Desktop Client.
To configure the settings in the Desktop Client, log on to the Desktop Client as a user with administration rights or with the required rights.
You will find the settings in the same windows that users can access who do not have administrator rights. For more information, see the online help in the Windows client, which you can open by pressing F1.