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.
- Widgets in detailDashboard widgets in Scopevisio: overview of available widgets including Teamwork activities, favourites, open customer invoices and other licence-dependent displays.
- The home page - overviewThe Scopevisio home page dashboard: an information and navigation hub with system messages, release notes, configurable widgets and a link to the Scopeunity learning platform.