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Erste Schritte

Guides for navigating Scopevisio, from workspace setup through tables and menus to using favorites and the task manager. Basic functions for an efficient start.

17 articles
Get started with ScopevisioGet started with Scopevisio: book a trial at scopevisio.com or accept a user invitation, then follow the setup steps to activate your account.
System menuSystem menu in Scopevisio: access personal settings, master data, accounting configuration and system administration via the yellow S icon at the top left.
Installation of the Scopevisio client under macOSInstall the Scopevisio client on macOS: download from the customer portal, open the file in the Downloads folder, and follow the installation steps.
The set-up wizardThe Scopevisio setup wizard guides you step by step through entering company data, accounting settings and all other configuration required to start working.
Add userAdd users to Scopevisio: invite up to 25 additional users by email during the trial period, define their authorisations and send them an invitation link.
The user interfaceIntroduction to the Scopevisio user interface: an overview of all key elements and navigation areas of the application.
Set up my menuSet up My Menu in Scopevisio: configure a customised ribbon with your most-used functions and switch between My Menu and the full main menu at any time.
My ScopevisioMy Scopevisio: configure individual user settings including desktop shortcuts, search behaviour, export options and display preferences via the system menu.
Customise viewCustomise the Scopevisio view: split the screen to display multiple forms side by side or vertically, or open forms in separate windows for multi-screen use.
Keyboard commandsScopevisio keyboard shortcuts: hotkeys for window management, navigation, data entry and common actions for more efficient working.
Context menusContext menus in Scopevisio: right-click any object or form to access context-sensitive actions and options quickly.
System messagesSystem messages in Scopevisio: view, open and clear system and error notifications in the message window at the bottom left of the screen.
Business objects and data fieldsBusiness objects and data fields in Scopevisio: customise, arrange, show or hide grouped data fields – requires the extended contacts permission.
Search tables and use filtersSearch and filter tables in Scopevisio: press CTRL+F to show the filter row, apply column filters and customise table layouts to suit your needs.
WorkplaceThe Scopevisio workspace gives direct access to frequently used forms, favourites, templates and worklists for efficient day-to-day navigation.