Infor VISUAL ERP Personalization

Industry: Cloud ERP, Discrete Manufacturing, Distribution, Process Manufacturing, Service Industries, Warehouse Managment

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Video Overview

⭐ Description

This transcript provides an in-depth walkthrough of how users can personalize and optimize their experience within Visual, a powerful business management and ERP platform. It highlights multiple layers of customization—from simple home-screen tweaks to advanced workflow automation—designed to boost productivity, streamline operations, and tailor Visual to specific business roles or industry needs.

The video begins by demonstrating how users can customize splash screens and home screens, adding shortcuts to frequently used modules and reports to reduce time spent navigating the system. It then explores Visual’s built-in dashboards, showing how analytics can be filtered, sorted, and drilled into for deeper insight. The transcript explains how users can personalize table columns, rename fields, add user-defined fields, and apply advanced screen design tools to adjust colors, visibility, layout, and labeling across the interface.

A substantial portion focuses on Visual’s workflow automation, showing how businesses can enforce compliance, consistency, and timely action by configuring automated triggers, notifications, authorizations, and rule-based tasks. The transcript concludes with an overview of macros, small script-driven tools that automate repetitive steps—such as assigning field values or modifying behavior in processes like purchase order creation.

Overall, this transcript serves as a detailed guide to the personalization features, dashboards, advanced screen design, workflow tools, and macro automation capabilities within Visual, empowering users to configure the system for maximum efficiency and alignment with business processes.