Yes, you can customize both the dashboard and shortcuts to improve accessibility and workflow efficiency. Below are the steps to do so.
How do I add a new shortcut?
- Navigate to your ERPNext dashboard.
- Scroll down to the "Your Shortcuts" section.
- Click the "+ New Shortcut" button.
- Select the module, report, or document you want to add.
- Click Save to apply the changes.
How do I edit an existing shortcut?
- Locate the shortcut you want to modify.
- Click the pencil/edit icon next to it.
- Update the shortcut name or link.
- Click Save to apply the changes.
How do I remove a shortcut?
- Find the shortcut you want to delete.
- Click the trash/bin icon beside it.
- Confirm the deletion if prompted.
How do I reorder shortcuts?
- Use the drag-and-drop handle next to each shortcut to rearrange their order.