Favorites

Favorites provide links to your favorite records, allowing you to quickly and easily get back to the ones you use most often. Records you add to your favorites list and remain there until you remove them.

Add Favorites

1. Select the record you wish to add.

2. Once the record is displayed in the Work Center, click the button in the toolbar.

   The record is added. The icon changes to an icon that allows you to remove the record from the list.

   If you want to add multiple records to your Favorites at once, you can use expanded search to locate and select the records to add.
   

Display Favorites

There are two ways to access your favorites: using the Favorites menu or the Favorites filter in the List pane.

Favorites Menu

The Favorites menu allows you to access all of your favorites for any module When you open the menu, a separate sub-menu appears for each module where favorites are defined. The first fifteen favorites records for the selected module are displayed (typically the first fifteen records found alphabetically). For transaction modules, such as Work Orders, the menu displays the first fifteen records ordered by number.

Selecting a record opens it in a new window. When you are finished working with the record, click Close to return to the previous window.

A Refresh option at the bottom of the Favorites menu updates the list if favorites have been added or removed since you last logged in. If favorites are being set for the first time, you may need to log out and back in to initially set the menu.

Favorites Filter

You can also use your favorites to filter the list of records displayed in the List pane for a module.

1. Open the module.

2. In the List pane, click Favorites icon to the right of the predefined filters.

   The results list updates with items you have designated as favorites. When the favorites are displayed, the Favorites icon is highlighted in yellow.

3. To reset the results list:

   • Click the Favorites icon again to refresh the results with those displayed for the previously selected filter.

   • Select a filter from the Filter menu. The results corresponding to this filter are displayed in the List Results.

Remove Favorites

1. Select the record you wish to remove.

2. Once the record is displayed in the Work Center, click the button in the toolbar.

   The record is removed. The icon changes to an icon that allows you to add the record to the list.

   If you want to remove multiple records from your Favorites at once, you can display the favorites and then use expanded search to select the records to remove.