knowledge base

Personal Preferences are options that are applied just for the current user. In contrast, the options in Company Settings affect all users of the system.

To access the Personal Preferences screen, select Personal Settings from the Settings menu through the inFlow menu button.

Security

You can modify your password here by typing in a new password and confirming it.

Preferences

You can set the Default Location from the drop-down box.

A new Purchase Order/Sales Order/Work Order will use your default location instead.

Control "Save as Default"

You can save changes back to your records (Customers, Vendors etc.) directly from the Sales or Purchase Orders.  inFlow records your chosen preferences to your personal settings.  If you would like to change your settings you may do so by clicking this button and making your choices in the resulting dialogue box.

Display Language Settings

You also have the option here to set the Display Language from the drop-down box. Select a language from the drop-down list or click Add New Language if you would like to add a new language.

From this screen, you can add a new language or right click the selected language to delete it from the list. inFlow must be restarted for changes in the Languages to take effect.

If you check the ‘Allow Archon Systems to collect anonymous information for future improvement’ option, the system will save the required data in the background to facilitate saving your settings.

Importing Languages

inFlow allows the user to customize and create a language scheme of their own using the native import/export functions.  In order to export a template for changing labels within the program simply choose Main Menu > General > Export Data.  When prompted you will choose “language” as the type of data that you’d like to export then save the language file to your computer.  This file will be exported as a CSV file, which you can then edit using Microsoft Excel or any other program which will allow you to work with a CSV file and re-save it.

Once you are satisfied with the language entries you can import the language back into the program in the same manner.

 

1.    Choose Main Menu > General > Import Data and choose “language” as your type.

2.    Click next and you will be prompted to choose a language name to import.  Select the “<Add new Language..>” option and enter the name of the language you’re importing into the field provided.

3.     Click “save and close” then choose the language name you just added from the updated drop down list and click next to import the language.