The Change Background function allows the SapphireOne user to override the default screen colour. Reasons for customising the background colour include increasing contrast, reducing glare, increase legibility, personalisation, company identification and account identification.
Each company set up within SapphireOne can have a unique colour or image. One example of this application would be to utilise the unique company logo to avoid confusion and for the user community to make it extremely clear which company they are logged in to across multiple companies data file.
Change Background Procedure
- This feature may be accessed within any mode from File > Change Background.
- When a SapphireOne user selects the Change Background function, a pop up will be displayed.
- Selecting the Background area will result in a list of pre-defined colour options to choose from.
- This facility allows the SapphireOne user to change from using the default window/screen colour to another of the predefined options provided.
- Alternately the user may choose an image file to sample by selecting the Open from file option provided. An example of this is above.
- Choosing a block colour image file allows the choice of unlimited colours.
It is possible to further customise the elements of all data entry screens as outlined under Utilities > Controls > Company – Change Colour Page
Dictation and Speech to Text Overview
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line.
The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive time saver.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.