TRANXACT.AI Help

Opening each module at its home after signing in

Signing out forgets where you were inside each module, so the next sign-in opens every module at its own start page. You can turn this off under Personalize.

While you work, the console remembers where you were in each module: the screen you last had open, its filters and page, the group tab on the module home and how far down you had scrolled. Clicking a module in the side menu takes you back there.

  • With Open each module at its home after signing in ticked (the default), all of that is forgotten when your session ends: when you click Sign out, when you are signed out after a period of inactivity, or when the server ends the session.
  • The next time you sign in, every module opens at its own home page, and you land where Where signing in lands says.
  • Untick it to keep today's behaviour of resuming where you left off.
  • The setting is yours alone and is kept with the rest of your Personalize choices for this company.
  1. Open Settings, then Personalize (or the name menu, then Personalize).
  2. Under Appearance, find After signing in.
  3. Tick or untick Open each module at its home after signing in. It is saved straight away.