Customisation - overview

The Customisation workspace in Visma Net gives you the ability to create, configure, and maintain custom user interface elements. By using the Customisation workspace, you can also manage filter settings and change the structure (that is, the site map) of Visma Net.

Filtering options

In Visma Net, you can set up filters to list only the records you want to view. By using the Filters window, you can create system filters for personal use or filters to be shared by other users.

The Custom notifications (SM205041) window makes it possible to set up and configure your own notifications within Visma Net that will be sent by email the same as the system made notifications in Automation notifications (SM205040).

There are two types of notifications that can be configured into the Custom notifications window:

• Predefined notifications which are fixed and mainly are made to turn on/off or to change the recipients.
• Custom notifications which needs to be completely defined from scratch by system administrators who then define their own conditions.

The use of Custom notifications

Custom notifications can help you monitor and follow up movement within the system. All according to your own needs. You can define:

• Which area you want to monitor; suppliers, invoices, stock items etc.
• Which fields within a record that is to change to trigger a notification.
• The conditions that is to be fulfilled to trigger a notification.
• The recipient of the notification.
• The name and the message of the notification.
• If the notification is with regards to a due date, you can also indicate that in your definition of the notification.

A recipient can be:

• A specific user

• A user in a specific role

• A group of user

  • Warehouse personnel
  • Accountants

In addition, we will enable the possibility to notify users that have a relation to a document/record or entity:

• The creator of the invoice
• Owner of the sales order
• Accountants
• Warehouse personnel

Example of a situation where the user would like to receive a notification:

• Stock items below a certain level
• Changes in a customers information
• Items in sales order are shipped to customer

As default, the notifications displayed are for the current, active company. By using a filter, users can see notifications for all companies.

Generic inquiries

In Visma Net, you can build pivot tables based on the data from generic inquiries. A pivot table is a program tool that you use to reorganise and summarise data in a generic inquiry to view it from different perspectives. You can set up and change the pivot table structure by dragging and dropping fields.

Dashboard page management

Dashboards are a very important and convenient tool for monitoring and analysing critical business information. In the Dashboards (SM208600) window, you can add dashboard pages, locate them in the site map, and set up access rights to dashboard pages.