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2026-01-21T10:34:58Z

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Νέα σελίδα

Expert ®

New features and extensions


= Contents =

[[#horizontal-functionality|1. Horizontal functionality [[#horizontal-functionality|4]]]]

[[#saving-attachments-to-the-server|1.1 Saving Attachments to the server [[#saving-attachments-to-the-server|4]]]]

[[#budgets|2. Budgets [[#budgets|5]]]]

[[#shortcuts|2.1 Shortcuts [[#shortcuts|5]]]]


= =


= Brief description of contents =

'''Horizontal functionality'''

* Saving Attachments to the server

'''Budgets'''

* Shortcuts


= Horizontal functionality =


== Saving Attachments to the server ==

In 5.13.0.3, an improvement was implemented in order to support the scenario of changing the folder where attachments are saved on the server.

This means that now, when the value of company parameter ''Folder on Application Server for saving attachments”'' is changed, any files previously saved in another folder, due to the use of a previous value, will remain accessible.

Scenario:

# On the server, create the '''C:\Docs\2025''' folder
# In the settings of our application, go to ''Configuration… > General > Company parameters > Attachment administration'' and set the following parameter values:

{| class="wikitable"
|-
! Company parameters
! Value
|-
| ''Save attachments to server''
| '''TRUE'''
|-
| ''Folder on Application Server for saving attachments''
| Folder: '''C:\Docs\2025'''
|}

<ol start="3" style="list-style-type: decimal;">
<li>In a customer’s page, create an Attachment, which will be saved in folder 
"'''c:\Docs\2025'''\001 \ESFITradeaccount\doc1.pdf".</li>
<li>Make a new folder on the server, '''C:\Docs\2026''', but DON’T delete the old one ('''C:\Docs\2025''')</li>
<li>In the company parameter ''Folder on Application Server for saving attachments'', change the folder of the value to the new one, that is: '''C:\Docs\2026'''</li>
<li>In the customer’s page, Attachment '''C:\Docs\2025'''\001\ESFITradeaccount\doc1.pdf now opens properly.</li></ol>

[[File:EXP-BG01-5.13.0.3-image3.png|654x194px]]

Company parameters


= Budgets =


== Shortcuts ==

The new version offers the functionality of Shortcuts in the '''Budget Report''' cube, in order to facilitate the user and for faster results related to budgets.

More specifically, through the creation of a Shortcut, the user can now select and save the view with the exact criteria (execution parameters) they wish, so that they can receive results simply and quickly.

Scenario:

<ol style="list-style-type: decimal;">
<li>From the main menu, go to ''Budgets > Comparative Results.''</li>
<li>Select "Search", from the top of the page. This will open the '''Compare budget sheets''' window:
<ol style="list-style-type: lower-roman;">
<li>Firstly, set the parameters as preferred ('''1''')</li>
<li>Click on "Accept" ('''2''')</li>
<li>Select the entries you wish to compare ('''3''')</li>
<li>Click on “Accept” ('''4''')</li></ol>
</li></ol>

[[File:EXP-BG01-5.13.0.3-image4.png|498x374px]]

<ol start="3" style="list-style-type: decimal;">
<li>The window closes and the entries appear on the cube. By setting the parameters to the right of the screen and pressing the "Accept" button below them, the user can customize the view as preferred, in order to display the comparative budget sheet results the way they wish.</li>
<li>With the star icon at the top right of the screen, the user can save the view in the form of a Shortcut, which can now be used at any time, with any of the preferred filters:</li></ol>

[[File:EXP-BG01-5.13.0.3-image5.png|597x203px]]

Create Shortcut icon

The shortcut to view the comparative budget sheet results is saved under ''Shortcuts > [your defined subfolder]''.

As with all other shortcuts in the application, all related shortcut actions such as Rename, Delete, etc. are available, by right-clicking on the shortcut:

[[File:EXP-BG01-5.13.0.3-image6.png|193x369px]]

Save area and Shortcut Actions
[[Category:ERP_User_Guides]]

{{#seo:
|title=EXP-BG01-5.13.0.3
|title_mode=append
|keywords=ERP,CRM,Expert,Retail,Sales Force,Mobile,Cloud,B2B,Entersoft Business Suite,Entersoft Expert,Entersoft CRM,Entersoft WMS,Entersoft Retail,Entersoft Cloud,Entersoft Sales Force for iOS,Entersoft Mobile for Android,Entersoft Medical Representative,Entersoft Field Service,Enterprise Mobility,Entersoft xVan
}}

[[Media:EXP-BG01-5.13.0.3.pdf|PDF Version]]

← Παλαιότερη αναθεώρηση		Αναθεώρηση της 10:34, 21 Ιανουαρίου 2026
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	New features and extensions		New features and extensions
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−	~~<span id="contents"></span>~~
−	~~= Contents =~~
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−	~~[[#horizontal-functionality\|1. Horizontal functionality [[#horizontal-functionality\|4]]]]~~
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−	~~[[#saving-attachments-to-the-server\|1.1 Saving Attachments to the server [[#saving-attachments-to-the-server\|4]]]]~~
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−	~~[[#budgets\|2. Budgets [[#budgets\|5]]]]~~
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−	~~[[#shortcuts\|2.1 Shortcuts [[#shortcuts\|5]]]]~~
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−	~~<span id="section"></span>~~
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	<span id="brief-description-of-contents"></span>		<span id="brief-description-of-contents"></span>

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 Save area and Shortcut Actions
-[[Category:ERP_User_Guides]]
+[[Category:ERPBG_EXPERT_Version_Documents|Version Documents]]
 {{#seo:

EXP-BG01-5.13.0.3 - Ιστορικό εκδόσεων

Eswikiadmin στις 10:35, 21 Ιανουαρίου 2026

Eswikiadmin στις 10:34, 21 Ιανουαρίου 2026

Maintenance script: Imported from text file