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Dexter + Chaney Spectrum

Spectrum - Customize Personal Menu

You can personalize menus in Spectrum to work the way you do with the Personal Menu function. The Personal Menu is a user-defined, customized menu configured for particular operators or schemes. Once its created, you can assign the menu to specific operators or a security level.

Perhaps you're tired of navigating to multiple modules to complete the work for a specific task (such as posting Accounts Payable invoices after receiving against a purchase order). By creating a Personal Menu, you can streamline data entry processes, provide more meaningful menu descriptions for data entry screens, and simplify system security by limiting access to the screens in the menus. Your System Administrator can create Personal Menus by going to Admin | Security | Personal Menu. 

 

Navigation Bar

Spectrum Navigation Bar

As shown in the screenshots, the Navigation Bar is similar to the Bookmarks feature in your web, but offers significantly more functionality.

The Navigation Bar can be accessed almost anywhere in Spectrum by clicking the compass icon found in the upper right corner of the screen. Here are some useful tips for getting the most out of your Navigation Bar:

  • Right-click in the Navigation Bar to add headers which can be used to group shortcuts for related transaction cycles (purchasing, sales, and so on).
  • Use the Navigation Bar to create shortcuts to third-party applications, such as Microsoft Office® or estimating programs.
  • Create a series of shortcuts to access frequently-used system folders containing supporting documents and spreadsheets.

What Our Clients Say

"Thank you for your assistance/responsiveness to assist us in getting P6 back online so quickly today. We appreciate all the support you provide."

M.J. (Manufacturing Firm)

"Greg is terrific, and I’m so excited to have a better resource! I have him working on several projects now with many more to come."

Progressive Plumbing

"Beth is absolutely wonderful to work with! I appreciate her patience and professionalism. It’s a relief to know I can count on her to respond and be a life line for us as we continue to learn the system. She is truly top notch."

Eastbound Mechanical

"Michael and Matthew have exceeded my needs and expectations. I get help same day 95% of the time, which is very important in my business at times. They are professional and courteous 100% of the time. Zero complaints."

Mitchell Brothers

"I wanted to let you know Dan did a great job. He has a vast amount of knowledge, and I feel very fortunate to be working with him."

H.F. (Mechanical Contractor)

"I want to let you know how grateful we are for Robert Pacheco’s assistance. He was able to meet with me and discuss the issue promptly and complete the fix within a short amount of time. He is surely an asset, and we are thankful to have such a great resource."

Marques General Engineering, Inc.

"We appreciate Tim and all of his excellent support."

M.J. (Manufacturing Firm)

"The level of service CDP provides is exceptional and always far exceeded my expectations. You can quote me on that!"

The Wesson Group LLC

"It’s a pleasure working with Robert. He's very patient, knowledgeable and goes far beyond to help with any issues we have as a company or as an individual."

HL Contractors

"Kristen is a very valuable resource for us!"

LCI-Lineberger Construction Inc.

"He did a great job online and an equally great job in person. We’re enjoying working with our new Spectrum Viewpoint accounting software."

Chambliss & Rabil Contractors, Inc.