Customising the Workspace Bar

The Workspace bar enables you to access commonly-used EXACT screens via icon buttons on the top of your screen.

It is customisable per user (each user may customise their own workspace bar to suit their needs).

From EXACT version 11.3 you can opt to hide the Henry Schein button (see below).

TIP: Workspace settings are saved as part of the user record for the logged-in user, and will be applied each time the user accesses EXACT, even from another PC.

To customise the Workspace Bar for the current logged in user

1. Access the Customise Workspace window via the Configure menu:

   

   - or -

   Right-click with your mouse anywhere in the workspace bar and select Customise...

   

   This will open the Customise Workspace window:

   

   This has two panes:

   • Available windows at left - these are not displayed in your workspace bar.
   • Selected windows at right - these display in your workspace bar. The ordering is important - from top to bottom is how they will display in horizontal sequence.
2. Double-click any name to move it from its current pane into the alternative pane.

   (You can also select the name and then click a button to move it left << or right >>)

3. Move all required windows to the Selected Windows list in the right pane.
4. Move any unwanted windows back to the left pane.

   Note that this does not delete them from EXACT; it only removes the icons from the Workspace bar.

5. In the right pane, change the order in which the icons are displayed by selecting an icon and using the Up/Down buttons to move the icon up or down in the list.

(Optional) To remove the Henry Schein button from the workspace bar

1. De-select the Enable Henry Schein button checkbox:

   

2. Select OK.
   

   TIP: Workspace settings are saved as part of the user record for the logged-in user, and will be applied each time the user accesses EXACT, even from another PC.