Smart and Easy Ways to Work with Sage X3

Shortcuts and Tips 

1. Keyboard Shortcuts: Navigation: Use Alt + Left Arrow to go back to the previous screen. Save: Press ESC + B to save data quickly. Navigation Screen: Press ESC + G + H. Help: Press ESC + F1 to access the help field. 

2. Dashboards: Customize your home dashboard to display key performance indicators (KPIs) and frequently used functions for quick access. 

3. Favourites: Bookmark frequently used screens or reports by adding them to your favourites list for quick navigation. 

4. Personalization: Customize user screens to hide fields or rearrange layouts to suit individual workflow needs, enhancing efficiency. 

5. Batch Processing: Use batch processing to run repetitive tasks or reports at scheduled times, reducing manual effort.