U.M. (Mac OS)

Using ScriptMaker and buttons 5-33
The following sections explain how to define a startup script that uses
the current user name to display the correct layout and client records.
Note For this example, you should know how to specify a user name
(see “Setting general application preferences” on page 9-2) and a startup
script (see “Setting document preferences” on page 9-7.)
Example step 1: Define the startup script
In ScriptMaker, define the Custom Layout script with the steps shown
below.
Example step 2: Set the startup option
In Document Preferences, set the option to perform the Custom Layout
script each time the file is opened.
Displays a welcome layout for all users
Depending on the agent’s user name, the script
shows the appropriate layout
In Find mode, the script pastes the agent’s user
name into the Name field, and then finds the agent’s
records
Choose the Custom
Layout script