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What is the Top Tip of the Week?

Top hints and tips weekly for you to get the most out of your Priority...

Previous Top Tips...

22/10/18 Quick Keys 

There are many different ways of navigating around Priority; the fastest way is to use the quick keys to tab through menus and enter data. Below is linked a brochure to the best keys and what they do.

03/09/18 Help Button- Menu Entities

To receive an explanation of any entity in the Main Menu, right-click the desired entity and select Help. A message box will appear containing a brief description of the entity and its functions.

28/08/18 Organising Menus

Authorised users can use the Design Tool to customise the actual content of the menu and its sub-levels (as well as forms and reports) by hiding unnecessary items and rearranging the rest into the most convenient order.

13/08/18 The Active Screens Indicator

The active screens indicator, located at the top right of the screen, shows the number of entities that are currently open. To access any of the entities, click on the indicator. A window with the list of entities opens.

06/08/18 Saving Queries for Repeated Use

When you open the Query Generator, no parameters are displayed. To automatically reuse the last query made to this form, click the Prev button in the Last Queries section at the bottom of the generator (or press Shift+*). To reuse the query made before that, click Prev again. To return from the next-to-last query to the last query, click the Next button (or press Shift+*). The generator automatically saves the last five queries.

* A number between 1-15

30/07/18 Priority Search Bar

The Search Bar enables you to locate any document in the system by entering a search term (e.g., the name of a customer or an order number). The autocomplete feature allows quick access to a single document, or you can open a search results form, where a list of the retrieved documents can be viewed, conveniently sorted by document type and displaying the number of results per type. The Search Bar can be accessed from the Home Page (located at the center of the screen) or from the top of any other screen.

16/07/18 Saving Queries for Repeated Use

When you open the Query Generator, no parameters are displayed. To automatically reuse the last query made to this form, click the Prev button in the Last Queries section at the bottom of the generator (or press Shift+*). To reuse the query made before that, click Prev again. To return from the next-to-last query to the last query, click the Next button (or press Shift+*). The generator automatically saves the last five queries.

* A number between 1-15

09/07/18 Selected Entities

The easiest way to access the entities you use on a regular basis is to assign them to your Selected Entities display in the center of the Home Page. You can populate this display with links to the system entities that you use most frequently, such as the To Do List or the Sales Orders form.

02/07/18 Keys & Functions

Alt+0...9 - Run up to ten saved macros

Ctrl+M - Update screen (refresh)

Ctrl+Z - Undo

Ctrl+Y - Redo (in text form)

25/06/18 Keys & Functions

Ctrl+U - Delete entire field

Ctrl+C - Copy

Ctrl+V - Paste

18/06/18 Keys & Functions

Ctrl+F12 - Enter default sub-level, but do not retrieve records

Right-click in form - Access context-sensitive menu

F8 - When drilling down, return to form/input screen and paste current value

 

11/06/18 Keys & Functions

Right-click form column title - Calculate column total (sum values)

Ctrl+F8 - Calculate column total (sum values) up to the current line

Ctrl+ Home - Move to first record

 04/06/18 Keys & Functions

Shift+F11 - Run Query Generator

Ctrl+0 - Run the Query Generator’s default query

Ctrl+1...9 - Run up to nine saved form queries 

29/05/18 Keys & Functions

Shift+Mouse - Select sequential Choose list items (in certain forms)

Ctrl+Mouse - Select non-sequential Choose list items (in certain forms)

F6 OR Space key in blank column - Choose; search; activate form; select date

15/05/18 Query Generator

Press Shift + F11 for quick & easy Query Generator access 

30/04/18 Keys & Functions

Ctrl+U - Delete entire field

Ctrl+C - Copy

Ctrl+V - Paste

16/04/18 Keys & Functions

Ctrl+H - Copy entire column

Ctrl+L - Copy record link

Ctrl+ Y - Copy record link

23/04/2018 Keys & Functions

Ctrl+Break - Stop Action

Ctrl+S - Send record link, create mail message with current record link

Ctrl+O - Send link to participants , create mail message, addressed to

09/04/18 Keys & Functions

Ctrl+[ - Access to do list

Ctrl+B - Organise fields

Ctrl+I - Import file

03/04/18 Keys & Functions

Ctrl+/ - Run Enterprise search

Ctrl+] - Search for entity (form, report, program)

Ctrl+F11 - Update screen (refresh)

26/03/18 Keys & Functions

Ctrl+F7 - Clear the form

Shift - Expand column

Left-click form column title - Sort data by values in this column

19/03/18 Keys & Functions

Ctrl+ End - Move to the last record

Ctrl+G - Go to line

Ctrl+F2 - Change writing direction

19/03/18 Keys & Functions

Ctrl+↓ - Move to next form/menu

Ctrl+↑ - Move to previous form/menu

Ctrl+`(located beneath the Esc key) - Open the Options Menu

05/03/18 Keys and Functions

Press F10 to copy the field from the previous record

 

26/02/18 Keys & Functions

Shift+←     Move to next tab

Shift+→     Move to the Previous tab

Alt+←        Move to next sub-level

Alt+→        Move to the previous sub-level

05/02/18 Keys & Functions

Esc - Exit/cancel

Ctrl + Enter - Open new line

Ctrl + Del - Delete Record

29/01/18 Keys and Functions

Ctrl + F6 Skip choose list and go directly to search

Shift + F6 Report Input: open date calendar

Ctrl + F1 Form Help

22/01/18 Keys and Functions

Ctrl+F3 Search for value in this field

F3 Search again for value in this field

F9 Retrieve from buffer

15/01/18​ Action Keys in Priority

Ctrl+F11 Update Screen (refresh)

Shift+F11 Run Query Generator

Ctrl+F! Import File

08/01/18 Action Keys in Priority

F5 - Choose sub level form

Ctrl+F5 - Choose a direct activation

Shift+F5 - Choose sub-level form, but do not retrieve records

 

02/01/18 Action Keys in Priority

F7 - Clear the line (record)

F4 - Full/multiple record displays

F12 - Enter default sub-level

11/12/17 Numeration Template

For 2018, If you choose to continue your numbering, this step must be carried out after all 2017 documents have been entered and before you start recording 2018 documents.

04/12/17 Numeration Template

Get ready for the new year. Make sure you have read and understood the numeration template! You can find it below...

27/11/17 Financials Accounts Payable

Do your vendors use cash-based accounting? In the new Link Payments to Invoice form (sublevel of Multi-GRV Invoices), you can flag payments made to a vendor that works with cash-based accounting (i.e., sends Pro-forma invoices) in order to itemise the invoice. Once the invoice is finalised, it will be reconciled with the payments.

20/11/17 V18.1 Quick Insight (QI)

For user convenience, Quick Insight (QI) provides a handy new portlets menu added to the Priority home page. Portlets are pluggable user interface software components that are managed and displayed in Priority. Note: To access QI, you must have the Priority Business Intelligence (BI) module already installed.

 

Adding a portlet to your homepage is fast and easy. Just click the Add Portlets icon on the upper-right of the home page and choose the desired topic from the list displayed. Then, hover over the upper-left corner of the portlet and click the three dots to select the data display options: Choose Dates to select the period for which to display the data, Open in New Window to open the portlet in a window outside of the homepage.

13/11/17 Multi Company Forms

If you are responsible for managing the data of multiple companies within your Priority system, you are likely to work with forms that display data from all or some of those companies simultaneously. Your system manager (or anyone with Manager privileges) has the option of converting almost any system form into a multi-company form.

06/11/17 V18.1 Priority Talk

Quickly and easily communicate with colleagues across departments and share information on documents and projects that you’re tracking. You can read and immediately reply to messages, get notified on new items in your message feed, see precisely when a document’s assigned user or status changes, or when a new comment is added to the conversation. You can also add peers to the chat and conveniently unfollow a chat when you’re done.

30/10/17 Advanced Sorting of Retrieved Records

As we have seen, the Query Generator allows you to presort your query results within the definition of the query itself. The same functionality is also available outside the generator, though without the benefit of saving your conditions for future queries. The system enables you to sort by several columns at once, ranking them in order of importance. The column with the highest priority (the lowest integer) will be sorted first (primary sort), data in the column with the next priority will be sorted next (secondary sort), and so on. To sort by more than one column at a time, sort conditions are set before retrieving the data records.

23/10/17 V18.1 Home Tiles

To delete a home page tile, hover over the top right corner of the tile, click the three dots, then click delete. This functionality has replaced the garbage can.

02/10/17 Latest Updates List

Documents that were revised in the past 30 days will appear in the Latest Updates list. The list will include documents in which you changed the status or assigned user. The list displays the document type, number and additional details. 

18/09/17 Creating New Rules from Existing Ones

An easy way to create a new rule is to copy an existing one and revise it. Simply select the desired rule in the dialogue box and click Copy. A duplicate of the selected rule will appear, which you can revise by clicking the Edit button.

27/09/17 Recent Items List

Entities that were used recently are added automatically to the Recent Items list on the Home Page.

11/09/17 Defining Your User Signature

To customise the user signature that appears in printouts of documents that you create, select the User Signature command from the File menu (via the Options Menu button). A parameter input screen pops up in which to choose between a signature for documents or text forms. Choose the in Documents option. A second parameter input screen appears, in which you can indicate which elements you want to display and compose a personal greeting. User information (e.g., Position, E-mail) is taken from your personnel file. Your Name is taken from the Full Name column of the Users form.

05/09/17 BI and Reports

BI (business intelligence) reports are different in that they allow you to analyse data from multiple perspectives. You determine the exact cross-section of data to be displayed by drilling down within categories and accessing only the specific data that you want to see. For example, you can see how a particular part is selling, cross-referenced by the type of sale and broken down by the country in which it was sold. Once you have achieved the desired display of data, you can export the report to Word, Excel or Outlook, send it as an e-mail attachment from the Priority mailbox, or save it as an HTML page.

 

29/08/17 Adding Pictures to a Text Form

You can add one or more pictures to a text form, using any type of image file (e.g., .bmp, .jpg) by entering the picture's URL. To do so, place the cursor at the location in the text form where you want to insert the picture and then perform one of the following:

- Click the Picture icon on the Text Editor Toolbar.

- Press Ctrl+P.

Alternatively, if the picture in question has already been imported to Priority as an attachment, you can copy a link to the attachment (e.g., by Ctrl+Y) and then paste it instead of the URL (e.g., by Ctrl+V). Insert the picture by clicking OK or pressing Enter.

21/08/17 Sorting Retrieved Records

The records that are retrieved in a form are sorted by one or more columns, determined by the designer of the form. This is the default sort. However, when in Multi-Record Display Mode, you can re-sort records after they have been retrieved. Clicking once on the title of any column gives you an ascending sort; click again and the data will be sorted in descending order. A further click repeats the ascending sort.

14/08/17 Saving Queries for Repeated Use

When you open the Query Generator, no parameters are displayed. To automatically reuse the last query made to this form, click the Prev button in the Last Queries section at the bottom of the generator (or press Shift+^). To reuse the query made before that, click Prev again. To return from the next-to last query to the last query, click the Next button (or press Shift+V). The generator automatically saves the last five queries.

07/08/17 Defining a Record Colour

You can change the colour of records in the Record colour menu under design menu. for example, if you are on a ready purchase order and click on the status field, you change the record colour to green, whenever a purchase order is ready for that specific customer it will always show green. You could add orange for checking and Red for cancelled. This will allow you to easily see what is the status of customer orders. 

31/07/17 Wizards

Wizards are interactive guides that help you carry out many of the system's processes. Each wizard appears in a help window that remains visible as you work on the main screen, and accompanies the process step by step. The user can even open the screens, reports and programs mentioned in the wizard from within the wizard itself.

24/07/17 Customising Companies

You can designate a different colour for each company environment you work in, for easy reference. This will affect the background colour of the company name. To do so, enter the Companies form and select a value in the Colour column for each company.

03/07/17 Selected Entities

The easiest way to access the entities you use on a regular basis is to assign them to your Selected Entities display in the centre of the Home Page. You can populate this display with links to the system entities that you use most frequently, such as the To Do List or the Sales Orders form.

17/07/17 Help Button- Menu Entities

To receive an explanation of any entity in the Main Menu, right-click the desired entity and select Help. A message box will appear containing a brief description of the entity and its functions.

10/07/2017 Hot Keys Buffer

Pressing CTRL F9 will store the record into to buffer, press F9 to retrieve from buffer. Quick and easy way to copy records.

26/06/2017 Help Wizards - Hotkeys

Pressing F1 in any form, field or sub level will bring up messages with the function of that field. You can customise these to your own internal workings via the form generator.

 

19/06/17 Priority Search Bar

The Search Bar enables you to locate any document in the system by entering a search term (e.g., the name of a customer or an order number). The autocomplete feature allows quick access to a single document, or you can open a search results form, where a list of the retrieved documents can be viewed, conveniently sorted by document type and displaying the number of results per type. The Search Bar can be accessed from the Home Page (located at the center of the screen) or from the top of any other screen.

12/06/17 Setting Column Width

Some form columns do not open to their full width, both in Full-Record Display Mode and Multi-Record Display Mode. When you place the cursor on such a column and begin to type, it automatically opens up to its full width. To expand the column to its maximum size without editing the field, press the Shift key. It will return to its original size when you move to a different field.

05/06/17 Customising Companies

You can designate a different colour for each company environment you work in, for easy reference. This will affect the background colour of the company name. To do so, enter the Companies form and select a value in the Colour column for each company.

22/05/17 Organising Menus

Authorised users can use the Design Tool to customise the actual content of the menu and its sub-levels (as well as forms and reports) by hiding unnecessary items and rearranging the rest into the most convenient order.

29/05/2017 - BPM Flow Charts

Flow charts have a tool tray in the lower left corner, with shortcuts for various actions. There are also certain commands in the Options Menu that are only available when in a BPM flow chart, while other commands are disabled.  

15/05/17 Entity Icons

Each menu contains a variety of entities from which to choose. There are five types of entities available in the system, each represented by a unique icon:

         

           Menu - Opens a sub-menu, displaying all available items.

 

           Form - Loads a form in which to work (retrieve and update records).

 

           Report - Accesses saved reports or runs new ones. 

 

           Program - Activates a program.

           Printout - Creates document printouts.

 

 

 

08/05/17 Customising Forms

Each form provides three different Design Tools – one for form columns and tabs, one for sub-level forms, and one for direct activations. All three can be accessed both in the Design menu, accessed from the Options Menu button, or right-clicking any form column and selecting Design.

02/05/17 The Business Rules Generator

The Business Rules Generator allows you to define any of the following messages:

  • an error message, which prevents you from completing the attempted action based on defined conditions

  • a warning, which alerts you to potential consequences that may result from the completed action

  • an e-mail, which can be accompanied by an attached printout of the current record & sent to a given user, group, e-mail address or contact

  • a text message, which can be sent to any user, group, mobile phone number or contact

  • a task, which can be accompanied by an attached printout of the current record & assigned to any user.

You can only send automatic e-mails to groups to which you have authorised access (in the Groups form). Defined in the Groups form, groups may contain both system users and external e-mail recipients

 

24/04/17 Adding & Organising Favourite Links in the File Explorer

The easiest way to access folders that you use on a regular basis in the File Explorer is to link to these folders from your Favourite Links. You can then arrange your Favourite Links in the desired order or delete any links that are no longer in use.

 

 

18/04/17 The Active Screens Indicator

The active screens indicator, located at the top right of the screen, shows the number of entities that are currently open. To access any of the entities, click on the indicator. A window with the list of entities opens.

10/04/17 Saving Queries for Repeated Use

When you open the Query Generator, no parameters are displayed. To automatically reuse the last query made to this form, click the Prev button in the Last Queries section at the bottom of the generator (or press Shift+*). To reuse the query made before that, click Prev again. To return from the next-to-last query to the last query, click the Next button (or press Shift+*). The generator automatically saves the last five queries.

* A number between 1-15

29/10/18 Advanced Sorting of Retrieved Records

As we have seen, the Query Generator allows you to presort your query results within the definition of the query itself. The same functionality is also available outside the generator, though without the benefit of saving your conditions for future queries. The system enables you to sort by several columns at once, ranking them in order of importance. The column with the highest priority (the lowest integer) will be sorted first (primary sort), data in the column with the next priority will be sorted next (secondary sort), and so on. To sort by more than one column at a time, sort conditions are set before retrieving the data records.