Tips & Tricks


Here’s a few tricks we have picked up over the years

to make the use of our Cloud based software even more productive.

 

 

Tip #1 – Always use Google Chrome as your browser for all Cloud software.

If you’re not using Google Chrome sometimes certain features or functionality of Cloud software won’t work or display correctly.

 

Tip #2 – Cookies and Re-Saving

If your web pages aren’t displaying correctly you may be asked to clear your cache and cookies. However, this often leaves you having to log back in and re-save passwords to many of your other commonly used sites. This can be incredibly frustrating if you have multiple usernames and passwords.

Before going for this heavy-handed solution, here are a few things you can try first.

  • Try using your browser’s incognito or “private browsing” mode to see if the problem is caused by something other than cache or cookies. If the issue appears here too, it may be an issue that won’t be resolved with clearing everything “from the beginning of time” and you can avoid this process.
  • Try Re-Saving. If your connection was interrupted during the saving process, sometimes the data stored in the Cloud will be correct, but the view you’re looking at will still have the old data. Re-Saving a transaction can refresh it and bring in the correct information on your view.

 

Tip #3 – View Multiple Pages

If you’re working in Cloud software it’s often more productive to view multiple pages at the same time – switching between them as you work. There are three main ways to open a link in a new tab quickly and efficiently – try them all and find what works best for you:

  1. Hold down Ctrl + Left Click on the link
  2. Right-click on a link and select Open a new Tab
  3. Ctrl + T to open a new tab

 

Tip #4 – Timing out on a Page

You’ve just spent twenty minutes working on a page and when you click save you get a warning saying “LOGGED OUT”! 

OH NO!! ALL THAT WORK LOST!!

BUT… Panic not! 

If the link between your desktop and your cloud based system has timed out, instead of refreshing the page and losing all your work, try opening a new page in another window. Log in to your system here to re-establish the connection and then go back to the page you were working on and save your changes. This works for Cin7 and some other cloud applications.

 

Tip #5 – Maximum Two Decimal Places

If you are entering costs, quantities or values into your system it’s important to be aware of how many decimal places your system can handle. Often a field will allow more than two decimal places – but that won’t always map through to other integrations without some form of rounding.

Keeping your data rounded to within two decimal places is a good habit to get into to avoid mismatched entries between your systems or small increments of information getting caught up when transferring and rounding data.

 

Software Specific Tips

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