General System Options - My Favourites

As part of a user’s role there may be several key options that they require to have simple and straightforward access to – the option to add a new sales order/quote, update a stock record, post a receipt or payment, etc.

Users can select the main menu and then select functions from the landing page or application menu but this new ‘favourites’ option allows for direct access.


To add an item into the ‘Favourites’ list users can right-click on an application menu option and ‘Add to Favourites’



New options add to the end of the favourites list, but users can amend the order as required by selecting the Favourites option on the ribbon, choosing the maintenance option, selecting the action and then choose whether wish to move up/down, rename, or delete from the Favourites option.


Note

 Security and User Manager Settings apply to the action whether selected directly or via Favourites. When you add an option from a menu action any currently set authority level and/or password restriction is copied and applied to the favourites action.



Custom Fields

Article ID: 2325
Created On: Thu, Oct 17, 2024 at 12:51 PM
Last Updated On: Thu, Oct 17, 2024 at 12:52 PM

Online URL: https://kb.datafile.co.uk/article/general-system-options-my-favourites-2325.html