Welcome back to our Adaptive UX Tips & Tricks series on QAD Adaptive ERP, with keys to unlock some of our users’ favorite tips and tricks. If you missed our last UX Tips & Tricks article, check it out here: Tips & Tricks: How to Shine as an Adaptive UX Superstar. 

In this article, we’ll cover five more tips and tricks to fully harness the power of QAD Adaptive ERP.

Our research shows that the QAD Adaptive ERP homepage is the most frequently visited page by all users. So why not optimize your experience by setting your homepage to something that will kickstart your workflow? Maybe an action center or a browse of tasks, such as your open work orders, or sales orders to ship? Easily set your homepage by navigating to the desired page, then selecting ‘Set Current as Home’.

Visual cues are essential for quick recognition to ensure you’re working with the correct data. By attaching primary thumbnail images to your records, such as customer logos or item images, you can quickly verify you’re working with the right data, improving overall data accuracy. To add a primary thumbnail image, open to the relevant record and attach your desired image. Then, access the attachment properties and choose the ‘Use as Primary Thumbnail’ option. Your selected thumbnail will now be proudly displayed in the top-left of the form, for all to see.