Modules ➔ System ➔ Setup ➔ Mobile Apps ➔ Settings
This page allows you to set up default menu entries for the users of the mobile application.
You can set up the default menu entries only if you have the Administrator role.
Note:
The information in this document is applicable to product update 500 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: The Force check box is enabled only if the right column contains default menu entries, and the Locked check box is enabled only if the Force check box is selected.
Click this to exit.
Click this to edit the default menu entries for the mobile application.
Note: This button is available only after the Save button is clicked.
Click this to save the default menu entries for the mobile application.
Note: This button is available only after the Edit button is clicked.
This section displays the default menu entries that are available for the Synergy app. As an administrator in Synergy, you can already define a default menu for any user through the Default Menu tab. On top of this, you can tailor a default menu specifically for each type of user listed here: Basic, Employee Self service, Hour entry, CRM, and Professional.
When you define a default menu for a specific type of user, we advise you to set a default menu for all types of users in case a user has multiple roles. Depending on the setting of the default menu per user role, the following scenarios will apply:
If there is no default menu set in Synergy, the user has full control over the menu and can customise it in the Exact Synergy app.
If you have set a default menu in the Default Menu tab and no other menus in other tabs for specific roles, this is used for all users of the Exact Synergy app.
In situations where you have not defined a menu for the specific role that a user has, this default menu is also applied. For instance, you have defined default menus in the Default Menu and Hour entry User tabs but not in the CRM User tab. For a user with the CRM role, the menu in the Default Menu tab will be applied.
The default menu in each tab will apply for users with that specific role. For example, when you define a default menu in the CRM User tab, this will apply for a user with the CRM role.
For a user with multiple roles, there is an order in which the default menu is applied, as listed in the following:
The default menu used will follow a descending order, where the menu for a higher role will take precedence. This means the Professional role takes precedence over the CRM role, the CRM role is considered when compared to the Hour entry, and so forth.
As an example, when a user has the Professional and Hour entry roles, the default menu defined for the Professional role is applied.
To enable the default menu entries in the Synergy app, move the default menu entries from the left column to the right column. The order of the default menu entries can be changed by clicking Up or Down.
This section displays the default menu entries that are available for the Field Service H app. To enable the default menu entries in the Field Service H app, move the default menu entries from the left column to the right column. The order of the default menu entries can be changed by clicking Upor Down.
Select this check box if you only want the user of the mobile application to be able to see the selected default menu entries. The user will not be able to move the default menu entries from the left column to the right column. However, the user will be able to move the default menu entries from the right column to the left column, and change the order of the default menu entries in the right column under the Synergy App Menu / Field Service H App Menu section.
Note: This check box is enabled only if the right column under the Synergy App Menu / Field Service H App Menu section contains default menu entries.
Select this check box if you only want the user to be able to see the selected default menu entries. The user will not be able to move the default menu entries from the left column to the right column and from the right column to the left column under the Synergy App Menu / Field Service H App Menu section. Furthermore, the user will not be able to change the order of the default menu entries.
Note: This check box is enabled only if the Force check box is selected.