General Help

To simplify your experience, our team has implemented new features to modernize and enhance essential work tools to improve your user experience.
The following changes in the Prextra interface, as well as in the new navigation lists, are designed to improve your daily usage.

Click here to view the webinar introducing the new navigation's lists. This webinar is only available in French.

1. Prextra Login

The Prextra login screen allows you to start a session in the system.
Enter your user ID and password in the provided fields to access the system, then click "Sign In".

You can use the " Sign in with Google" or "Sign in with Microsoft" buttons to authenticate with one of these two accounts and access your Prextra. Please refer to the documentation "Identification Microsoft or Google with Prextra" in the "System Management" module for more information.
NOTE: This documentation is only available in French. Please request this documentation from customer support.

You can also click on the "Need Assistance? Click here" to share your computer screen when you have sent a customer support request. It will be possible for one of the support members to take control of the mouse on your computer, if necessary. This tool is useful during remote demos and your CDID customer service calls. Follow the procedure until the tool is fully installed. Once the installation is complete, click on the "TeamViewer" icon on your desktop to open the tool.

NOTE: It is possible to hide the "Forgot your password?" option by activating the "LoginRemovePasswordRecovery" configuration.

2. Homepage

Field :	Description :
	Click on this icon to return to the Prextra home screen at any time.
	Click this icon to display the "Prextra" menu in a reduced format. NOTE: Refer to the "General Help" documentation for more information.
	Displays the logo of the current company.
	Click in this field to perform a global search in Prextra. NOTE: Refer to the "Search Bar" section of this document for more information.
	Click this icon to display notifications. NOTE: Refer to the "Notifications Icon" section of this document.
	Display the image linked to your avatar. Click on your avatar to access your user menu. NOTE: Refer to the "User Menu" section of this document for more information.
	Displays the company name. You can also switch company here. NOTE: This field can also be displayed in the "User Menu". Refer to the "User Menu" section of this document.
	Click this button to switch from "Use" mode to "Editing" mode and customize the layout of your space. NOTE: Refer to the "Configuration of "My Space" " section of this document for more information.
	This icon allows you to send and receive messages between users. A non-white envelope indicates that messages have been sent. Only users with access to the "Access to the ''Notes'' system between users" of the category "System Management Tab" will have access to this icon.

2.1 Menu Icon

By clicking on the menu icon on the Prextra screen, the list of modules will be displayed as widgets on the screen.

Click on a widget to open the list of menus and options available to you.

2.2 Global Search Bar

The search bar enables you to perform a wide range of searches within Prextra.

Click this button after entering a query in the "Search (CTRL + K)" field to search exclusively within the Prextra menus.

NOTE: A history of all your searches is saved. If no menu is selected, your search history will be displayed when you click inside the search field.

2.3 Notifications Icon

Click the bell icon to view your notifications.

Buttons:	Description:
	Click this icon to view the list of read and unread notifications. NOTE: The number inside the red dot indicates the number of unread notifications. If no number is displayed, all notifications have been read.
	Click this button to mark all notifications as read. NOTE: You can also click on a notification to view and mark it as read.
	This icon appears when a notification is unread. NOTE: The icon disappears once the notification is read.
	Click this notification to directly open your pay stub. NOTE: You can also click the "My documents" shortcut in My Space or go to the "My Documents" option in the 'Utilities' menu under the 'User Options' module to view all pay stubs sent to your space.
	Click this button within a notification to automatically add a shortcut to your space. The editor mode of 'My Space' will open, and you can move and configure the shortcut as needed. NOTE: For more details, refer to the "Configuration of "My Space" " section of the "My Space" document for more information.
	The company name is displayed in the notifications when they concern only one of the companies you have access to. NOTE: The notification will be grayed out if the current company is not the one concerned.

NOTE: Notifications will appear when new Prextra features are available, when access to a menu or dashboard is granted, and when your pay stub and tax statements are ready.

2.4 User Menu

Click on your avatar to open the "User Menu" screen.

Screen:	Description:
	Shows your avatar, username and user code. NOTE: You can modify your avatar. For instructions, refer to the "Parameters" section of this document.
	Shows the name of the current company and provides a drop-down list of companies you have access to. NOTE: This field appears in the menu if the "Show company list in main window" option is unchecked. For more information, go to the "Appearance tab" section of this document.
Parameters	Click this button to access user settings. NOTE: For detailed information on this screen, refer to the "Parameters" section of this document.
What’s new?	Click this button to access the latest Prextra news, including news and webinars via the Prextra online Help.
Need help?	Click this button to access Prextra’s online help.
Need assistance?	Click this button to start downloading and opening Team Viewer for remote support.
Logout	Click this button to log out from Prextra.

2.5 "Parameters" screen

This screen allows you to access various customization options of Prextra for your user.

NOTE: You can move this screen to any location by selecting it, then dragging it.

Tab:	Description:
User:	Click this tab to modify display options in Prextra specific to your user. NOTE: For more information, Refer to point 2.5.1 "User" tab section of this document
Appearance:	Click this tab to configure the appearance of Prextra for your user. NOTE: For more details, Refer to point 2.5.2 "Appearance" tab section of this document.
Navigation lists:	Click this tab to personalize Prextra navigation lists for your user. NOTE: For more information, Refer to point 2.5.3 "Navigation Lists" tab section of this document.
My Space:	Click this tab to customize the background color of your space. NOTE: For further details, Refer to point 2.5.4 "My Space" tab section of this document.
Password:	Click this tab to change your user password. NOTE: For more information, Refer to point 2.5.5 "Password" tab section of this document. NOTE: This tab may be hidden when the "LoginRemovePasswordRecovery" configuration is active.

2.5.1 "User" tab

This tab allows you to modify specific display options in Prextra for your user.

Field:	Description:
Choose file:	Click this button to select and upload a file to set a photo for your avatar.
Delete picture:	Click this button to remove your avatar photo and revert to the default avatar.
Language:	Click the drop-down list to select the display language for Prextra.
Date format:	Click the drop-down list to choose the preferred date format in Prextra.
Default company:	Click the drop-down list to select the company that should be suggested by default when your user logs into Prextra.
CRM calendar:	Click the drop-down list to select the daily calendar scale in the "CRM" module for your user. NOTE: This field is displayed only if the "CrmDailyCalFrequency" value has been added in the "UserPreferencesShowFields" configuration.
Start of work day:	Enter the start time of your workday. This time will be used when adding an activity to the "CRM" module calendar. NOTE: This field is only displayed if the "WorkDayStartTime" value has been added in the "UserPreferencesShowFields" configuration.
Email types:	Click the drop-down list to select the desired email type for emails sent from Prextra.
Email signature:	Click this button to configure the content of your email signatures for emails sent from Prextra.
Signature :	Click on this button to add your signature. NOTE: This will be automatically included in various Prextra reports.

2.5.2 "Appearance" tab

This tab allows you to configure the appearance of Prextra for your specific user.

Field:	Description:
Show modules:	Check this box to display the different Prextra modules based on the selected menu location. NOTE: Uncheck this box to display modules as widgets by clicking the menu icon.
Menu location:	Select where you want the menu to be displayed in Prextra. NOTE: For more information, refer to the "Navigation Lists" documentation.
Show company list on the main window:	Check this box to display the current company name and the list of companies you have access to on the main Prextra screen. NOTE: If unchecked, this information will appear in the user menu instead.
Open pop-ups as a tab:	Check this box to open Prextra pop-up screens in new browser tabs.
Theme color:	Select a theme color for Prextra for your user. NOTE: If your Prextra data includes multiple companies with different colors, the selected theme color will apply across all authorized companies for your user. NOTE: Click on the empty color to return to the default company color.
Modules text color :	Select a color for the menu text. NOTE: Color selection is only available when the "Show modules" box is unchecked. NOTE: Click on the empty color to return to the default company color.

2.5.3 "Navigation lists" tab

This tab allows you to customize Prextra's navigation lists to suit your user preferences.

Check the "Apply on all navigation lists" box to apply your user settings to the navigation lists across all navigation lists.

NOTE: For more details, refer to point 4 in the "General Help" section of the Prextra Online Help.

2.5.4 "My Space" tab

This tab allows you to customize the background color for "My Space".

Field:	Description:
Center content:	Check this box to center the content of "My Space" on the screen based on your screen resolution.
Widget transparency:	Select the default transparency level for widgets in "My Space".
Choose background:	Select a background for "My Space".
	Click this button to explore more background image choices for "My Space".
Reset My Space guided tour:	Click this button to reset the "My Space" tour and view it again.
Reset My Space to default:	Click this button to reset "My Space" to its default state with the default widgets. NOTE: This will delete all your widgets and layouts.

NOTE: For more information about "My Space", refer to the documentation "My Space".

2.5.5 "Password" tab

This tab allows you to change your user password.
NOTE: This tab may be hidden when the "LoginRemovePasswordRecovery" configuration is active.

Field:	Description:
User Code:	Display your user code.
Current Password:	Enter your current password to change it.
New Password:	Enter your new password.
Confirm New Password:	Re-enter your new password to confirm.

3. Module's lists

By clicking on the menu icon on the Prextra screen, the list of modules will be displayed as widgets on the screen.

Click on a module widget to open the list of menus and options you have access to, then select the desired option.

NOTE: It is also possible to display the module icons in the Prextra header at all times by checking the "Show modules" box in the "Appearance" tab of your avatar settings screen. This way, the list of modules will be displayed according to the selected menu location. By clicking on the menu, you can toggle between the summary or detailed view of the modules.

Field:	Description:
	Displays the name of the view. Click this field to view all available views for this navigation list.
	Allows you to enter information to search through all the columns displayed on the screen. **NOTE: ** It is possible to search keywords separated by a "%" to display the list of elements containing these keywords. This search is available in several fields in the system, including navigation lists, item searches, customers, suppliers, etc.
	Click this icon to start the search. You can also type in the "Enter" key on your keyboard to start the search after entering information in the previous field.
	Click this icon to save your changes made in the view. NOTE: A blue dot at the left of the view name indicates unsaved changes.
	Click this icon to either edit, copy or delete the current view. NOTE: The ‘‘Default view’’ cannot be deleted.
	Click this icon to reset your changes in the view. NOTE: When the changes will be saved, this icon will no longer be displayed.
	Click this icon to display the navigation list in Kanban format. NOTE: This icon is displayed only when the view can be displayed in Kanban format.
	Click on this icon to display the navigation list in Graphical view. NOTE: This icon is displayed in all views. However, if the view does not contain values that allow for generating a chart, the message 'This navigation list doesn’t provide the necessary column types to render a chart' will be displayed.
	Click this icon to display the navigation list in calendar format. NOTE: This icon is displayed only when the view can be displayed in calendar format.
	Click this icon to display the list of transactions for the selected row in the navigation list. NOTE: This icon is displayed only when it is possible to view the transaction list.
	Click this icon to print the detail of the selected row in the navigation list. NOTE: This icon is displayed only when printing is available.
	Click this icon to export the navigation list in Excel format.
	Click this icon to edit the selected row in the navigation list. NOTE: It is also possible to double-click on a row to automatically open the selected row.
	Click this icon to remove the selected row from the navigation list.
	Click this icon to create a new record in the navigation list.
	Click this icon to create a note on the selected row in the navigation list. If this icon is displayed in blue color it indicates that at least one note has been created. When creating a note, enter a topic in the "Subject" field and a description in the "Description" field. A reminder date can be entered to receive a reminder email for this note in the "Recall Date" field. It is also possible to select one or more users who will be copied when sending the reminder note via the "Sent to" button. The list of users will only show users with an email address who have access to the current company.
	Click this icon to create a document on the selected row in the navigation list. If this icon is displayed in blue color it indicates that at least one document has been added.
	The status view allows you to select either "Active", "Inactive" or "All" to view the navigation list records accordingly.
	Allows you to switch to a previous or next page to view the records from the navigation list. If you use the view parameter "Infinite scrolling", this field will be hidden.
	Displays the number of saves in the navigation list according to the selected status.

NOTE: It is also always possible to manage your favorite options by pressing the "Ctrl" and "D" key on your keyboard to display small stars in the options list of each module. You will be able to select your favorite options by selecting the star and a new module "Favorites" will be automatically created to quickly access your favorite options.

4. Navigation's lists

The new search in the navigation lists allows you to search through a multitude of fields.

To create and edit a view, go to a navigation list.
Click the view arrow, and then click "Edit View" to create a new view or edit a previously created view.

By clicking on "Edit view", a new section will be displayed in order to modify the name and/or detail of the view.

Only users with the "Access to create, modify, and delete views of lists of 'Company' and 'Global' type" in the "System Management Tab" category of users access will be able to modify the view type.
NOTE: You must select the view type before saving the view, because once the view is saved, it will no longer be possible to change the view type. If you want to change the view type, you will need to copy or delete the view to create a new view with a different type.
The "User" type allows you to create a view for the selected option for your user for all authorized companies.
By default, views are of this type.
The "Company" type allows you to share the view of this option to all other users of the current company. This type of view is only available to users with access to the "Access to create, modify and delete views of lists of "Company" and "Global" type" in the "System Management Tab" category of users access.
The "Global" type allows you to share the view of this option to all other users, for all companies. This type of view is only available to users with access to "Access to create, modify and delete views of lists of "Company" and "Global" type" in the "System Management Tab" category of users access.

Refer to point 4 of this document for view settings.
NOTE: It is not possible to delete the "Default view". However, it is possible to copy a view in order to modify it.

The button « Save » allows you to save your new view.
The button « Close » allows you to close the view configuration section.

4.1 "Notes" button

In navigation lists, it is possible to add a note for each row.

Click on the icon " " in order to open the notes screen.
It is possible to attach a document to the note using the document icon in the "Documents" column.
Additionally, the "Time" and "Name" columns display the date and the user who added the note.

You will also be able to add a note using the record addition button.

Field:	Description:
Type :	Allows you to select a note type. NOTE: These choices come from the "Note type" option in the "Utilities" menu of the "System Management" module.
Subject :	Enter a title for your note.
Description :	Enter the detailed description of your note.
Recall Date:	Select a reminder date for sending this note to the desired users. NOTE: The date must be later than today for the note to be sent by email. NOTE: The note will be sent to you by email on the selected date. You can also send your note to other recipients using the "Send to" button.

NOTE: It is possible to allow selected users to modify notes in consultation menus through the "Access to modify the note in the consultation menus" option in the "System Management Tab" category of users access.

NOTE: It is possible to allow selected users to modify or delete notes in navigation lists through the "Access to not be able to modify or delete lists' notes" option in the "System Management Tab" category of users access.

The "Send to" button allows you to add additional recipients when sending the note by email.
NOTE: The button is only displayed to users authorized through the "Access to the "Sent to" button in the reminder notes" option in the "System Management Tab" category of users access.

The "Add" button allows you to save the note.

The "Close" button allows you to close the note without making any changes.

4.2 "Documents" button

In navigation lists, it is possible to add a document for each row.

Click on the icon "" in order to add a document.

Field:	Description:
Type :	Allows you to select a document type. NOTE: It is possible to require the selection of a document type by activating the "DocumentFilesTypeRequired" configuration. NOTE: These choices come from the "Documents types" option in the "Utilities" menu of the "System Management" module.
Description english:	Enter the English description of the document. NOTE: You can click on the globe icon to add an French description.
File name:	When a file is selected, its name will be displayed automatically.
"Sélect. fichiers" button:	Allows you to select the document to attach.

NOTE: It is possible to add a document using the "Drag and Drop" method.

NOTE: It is possible to allow users to destroy documents through the "Access to delete documents" in the "System Management Tab" category of user access.

The "?" Information button will be displayed when the first document is added.
In this button, you will be able to send an email from Prextra and attach one or more documents.
It will also be possible to export all attached documents in ZIP format.
Additionally, if you have added more than one PDF document, you will be able to merge them into a single file.

The "Add" button allows you to save the document.

The "Close" button allows you to close the document without making any changes.

5. Configure navigation's list view

To create a new view, enter the name of the new view, then select the desired settings and click "Save".
NOTE: Refer to the next points in this document for the different view settings.

5.1 Show the Column Filters

By selecting this setting, you will be able to search for information with different features in the columns.
Click the magnifying glass icon in each column to search.
Select your search parameter and type your search in the column to start the search.
The list of data will adjust based on your search.

NOTE: If you run a search in the general search and add a filter in a column, these two filters will accumulate.

NOTE: In the date columns, you can search between two dates by selecting the "Between" search and then entering a start date and an end date. In addition, it is also possible to select a date directly via the calendar icon in the date columns. Via this icon, you will be able to select a date in the current month or switch to a previous month or a following month and even click on the month or year to quickly change.

5.2 Show the Header Filters

In each column, you will be able to click on the filter icon to search for one or more information in the column.
Check the information to display and/or type the information to search in order to launch the search.
The list of data will adjust based on your search.

5.3 Show Advanced Filters

By selecting this setting, you will be able to create an advanced filter.

Click "Create Filter" to create an advanced search with one or more specific conditions and groups.

You will be able to create a query to display certain data in the navigation list.

Click "OK" to start the search.
The list of data will adjust based on your search.

5.4 Show Groups

By selecting this setting, you will be able to create grouping of columns.

Drag desired columns into the grouping section to group data on the screen.

Click and drag a column into the "Drag a column header here to group by that column" field.
The list of data will be grouped according to your groupings.

In order to remove one or all groups from the filter, right-click the group, then click either "Ungroup" or "Ungroup All".
NOTE: It is possible to add several columns in groups and they will cumulate in the order of addition.

5.5 Infinite Scrolling

By selecting this setting, you will be able to view the navigation list in infinite scrolling.
Therefore, when you scroll through the navigation list, it will load gradually and you will see all your data on an only page.

5.6 By Default

Checking this box determines this view as the default when opening the navigation list.

5.7 Number of Lines

It is possible to change the number of lines to display per page in the "Number of lines" field, only if you do not use the "Infinite scrolling" setting.
By changing the number of lines, the navigation list will be adjusted.

NOTE: Each user will be able to adjust the number of lines in each navigation list or globally by companies. To do this, go to the "Preferences" option in the "Management" menu of the "Options-User" module and enter the number of lines to apply to all the navigation lists in the "Number of lines" field, then click "Save".

5.8 Show totals

By checking this box, you'll be able to quickly view the total value or quantity of the numeric columns.

5.9 Choose Column

When creating or editing a view, use the "Column Chooser" to select which columns to display.

It is also possible to drag and drop the columns displayed on the screen in order to rearrange them and sort the columns in ascending and descending order, by clicking on the title of the desired column.

NOTE: It is possible to display information related to the specifications of the records. If certain specifications appear on your screen but are not available in the navigation list, please contact your project manager for assistance.

6. Create graphical view in navigation’s list

To create a new view in graphical format, click on the graph icon to switch to this format.
NOTE: The graphic's icon is displayed in all navigation lists, if the option of creating a graphical view for a navigation list is not possible, a message will be displayed.

Click the view arrow, and then click "Edit View" to create a new view or edit a previously created view.

Enter the name of the new view, then select the desired settings and click "Save".

NOTE: Refer to the next points in this document for the different view settings.

6.1 Show Advanced Filters

By selecting this setting, you will be able to create an advanced filter.
The data list will update based on the research and the filters will be displayed at the bottom of the screen.

Click "Create Filter" to create an advanced search with one or more specific conditions and groups.

Please refer to point 5.3 of this document for more information on advanced filters.

6.2 Use by default

Checking this box determines this view as the default when opening the navigation list.

6.3 Graph type

Select the graph type you wish to display.

Field :	Description :
	Select this type of graph to display your data as a bar chart. NOTE: If you select the graphic type, two new filters will be displayed: "order by" and "order" to determine whether the order of display of the bands should be by "Order by" or by "Value" and in order "Growing" or "Descending".
	Select this type of graph to display your data as a line chart. NOTE: If you select the graphic type, two new filters will be displayed: "order by" and "order" to determine whether the order of display of the bands should be by "Order by" or by "Value" and in order "Growing" or "Descending".
	Select this type of graph to display your data as a pie chart.

NOTE: Click on a band, dot or pie to display the navigation list filtered based on the parameters chosen in the graphical view.

6.4 Group by

This field allows you to choose the field by which your graphic should be grouped.
The dropdown list for this field is specific for each navigation list and displays all the optional columns associated with it.

NOTE: The "Date" fields are not availables for pie charts. However, they can only be selected for other types of charts.

NOTE: If a grouping by date is selected, a new "Interval" field will be displayed to determine the date interval for grouping. You will be able to choose an interval by week, month or year.

6.5 Value

This field allows you to determine the value by which the "Group by" items should be grouped.
The values are specific to each navigation list.

For example : In the sales orders navigation list, the values are "Order #", "# Quote", "Total", "Subtotal", "Transport $" and "Number of days of Invoice".

6.6 Function type

This field allows you to define what type of function that will associate the "Group by" items and the value.
The available function types are "Sum", "Average", "Minimum", "Maximum" and "Count".
NOTE: These functions are the same across all navigation lists.

6.7 Order by and Order

The "Order by" field allows you to display the graph based on "Group by" or "Value".
The "Order" field allows you to display the graph in ascending or descending order following the "Order by" field.
NOTE: Theses fields only appear when you select a bar chart or a line chart, and the "Group by" field is not a date.

7. Configure the Default View of the Navigation Lists

It is possible to set the settings for the "Default view" by company and/or by user.

7.1 Per Company

To set the default view for all users of a company, go to the "Company" option of the "Management" menu of the "System Management" module, then select the desired company.
Click the "Default View" button to set this company’s default view.

It is also possible to modify the company's color by selecting a color in the "Theme" field.

Check the desired filters that you want to display by default for all users of this company and click on "Save".

Therefore, the "Default view" of all navigation lists for all users of this company will display the default filters.

7.2 Per User

Personalize your user’s default view in the "Preferences" option in the "Management" menu of the "Options-User" module.

Check the "Personalized" box to display the default view in personalized mode and select the filters you want to display by default in navigations' lists, then click "Save".

It is also possible to determine the desired number of lines for views, even if you are not using the custom view.

NOTE: The personalized view of users will have priority over the company.