Everyday Tools

The small things every user touches daily, whichever module they work in: the buttons every screen shares, keyboard shortcuts, the search box in the top bar, help text on fields, themes, notes and agenda items on records, templates that fill in a new record, and retiring a record without deleting it.

Getting Around

🖲️Buttons on Every ScreenThe three toolbars every screen shares — the edit and list toolbars, the More menu, and the buttons on a grid — and why a button is sometimes missing.⌨️Keyboard ShortcutsWork faster with the keyboard across Nama ERP screens.🔍Searching From the Top BarHow the Ctrl + K box decides between screens, records and fields — and how to make it search the records you meant.💡Field Help and TooltipsExplanations written once for a field or a message, and F9 tooltips that run a query and show a live answer.🎨ThemesThe thirteen built-in themes in light and dark, how a user picks one, and how a company sets its default.

Working With Records

📝Remarks, Agenda and Work TasksNotes you can attach to any record, the per-employee agenda behind Add To Agenda, and work tasks assigned to a person.🧩Default Values TemplatesSaved sets of field values that fill in a new record the moment it is opened, automatically or on demand.🚫Preventing a Record From Being UsedRetire a master file or document so it stops appearing in the pickers, without deleting it or touching its history.