Favorites give you quick access to overviews and data records, similar to how you access websites through your web browser using favorites or bookmarks. Favorites also allow you to open saved views in an overview. Favorites can be renamed, rearranged in the list, displayed, hidden, and deleted.
Some favorites are predefined according to the application. These favorites can be moved and hidden just like user-defined favorites but not deleted.
Saving an overview or transaction as a favorite
You can save overviews or transactions as favorites.
Proceed as follows:
- Open an overview or transaction.
- In the upper right corner of the overview or transaction, click .
- The Favorite window opens.
- Customize the suggested name of the favorite and/or role.
- Click OK.
- Your saved favorites are displayed on the Desktop in the Favorites widget and as separate tiles.
The following elements are saved with the favorites:
- Overview: search fields, column definitions, layout
- Transaction: previously entered field contents
- You can use multiple favorites, each with its own filter criteria, to easily switch back and forth between different views. See also Working with views.
Opening favorites
You can open a favorite using the Favorites widget or by clicking on the appropriate Desktop tile.
Proceed as follows:
- Click to switch to the Desktop.
- Click on the name of a favorite.
- The overview or transaction opens.
Renaming favorites
You can assign a favorite a different name at any time.
Proceed as follows:
- Move the mouse over the Favorites widget. The button will displayed.
- Click this button and select Open settings from the context menu.
- In the Manage favorites window, double-click on a favorite.
- In the Favorite window, change the name of the favorite in the Name field. Click the icon to access names maintained in more than one language.
- Click OK to save your changes and exit.
Changing the order of favorites
You can change the order of the favorites – to move more important favorites to the top, for example.
Proceed as follows:
- Move the mouse over the Favorites widget. The button will displayed.
- Click this button and select Open settings from the context menu.
- In the Manage favorites window, select a favorite and move it using the and buttons.
Deleting favorites
You can delete favorites.
Proceed as follows:
- Move the mouse over the Favorites widget. The button will displayed.
- Click this button and select Open settings from the context menu.
- Select the favorite you wish to delete and click the Delete button.
How-to video
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