A favorite is a shortcut which allows you to quickly access a customized view of specific pages or windows without having to navigate through the menus. This is particularly useful if a page is not on the Global Navigation Bar.
Favorites and views are used together to simplify access to information. Save your most used pages or windows as favorites and then create your most often used views of those pages or windows. For example, set the filters and arrange the columns in your preferred order on the Accounts page to create a page with all your European sales accounts, then save the page as a favorite. From there, you can update the filters to create individual views for the favorite, such as all accounts in France, all accounts in Germany, and so on. See Views for more information.
Favorites are accessed from the star button on the Global Navigation Bar. They are arranged in groups according to the accessibility option selected. Favorites available only to you are at the top of the list, followed by favorites available to your role, and then system favorites (available to everyone).
This article includes the following:
- Save Favorites
- Send Favorites to Others
- Manage Favorites
- Delete Favorites
- System Favorites
- Favorite Security
Save Favorites
To save a favorite:
- Navigate to the page you want as a favorite.
- In the Global Navigation Bar, click the star (Favorites) icon and select Save as New Favorite. The Save Favorite window opens.
- Enter the necessary information:
- Favorite Name: Name that appears in the Favorites menu.
- Sort Sequence: Order the favorite displays in the Favorites menu.
- Favorite is accessible to: Select who can see and use the favorite:
- Only One User: If selected, only you can see and use the favorite.
- Everyone: If selected, all users can see and use the favorite. This is called a System Favorite.
- Users and Roles: If selected, only users assigned to the selected roles and/or the users selected in the drop-down can see and use the favorite.
- Click OK.
Send Favorites to Others
You can share your favorites with other users. To send a favorite to another user:
- In the Global Navigation Bar, click the star (Favorites) icon and select Send Favorites. The Send Favorites window opens.
- Select the favorites to send from the Favorites drop-down.
- Select the users to receive the favorites from the Users drop-down.
- Click OK. The user receiving the favorites must Refresh Favorites from under the Favorites (star) button on the Global Navigation Bar to see the new favorite in the list.
Manage Favorites
You can edit the information for your favorite using Manage Favorites.
- In the Global Navigation Bar, click the star (Favorites) icon and select Manage Favorites. The Favorites page opens.
- Right-click on a favorite.
- Select Edit. The Edit Favorite window opens.
- Update the necessary information.
- Click OK.
Delete Favorites
You can delete favorites from Manage Favorites. Once you delete a favorite, you cannot recover it. To delete a favorite:
- In the Global Navigation Bar, click the star (Favorites) icon and select Manage Favorites. The Favorites page opens.
- Right-click the favorite to delete.
- Select Mark for Delete.
- Click Save.
System Favorites
System favorites are favorites available to all Enterprise users. These are usually created and maintained by your system administrator. To create a system favorite:
- Navigate to the page or window you want as a system favorite.
- In the Global Navigation Bar, click the star (Favorites) icon and select Save as New Favorite. The Save Favorite window opens.
- Enter the necessary information:
- Favorite Name: Name that appears in the Favorites menu.
- Sort Sequence: Order the favorite displays in the Favorites menu.
- Favorite is accessible to: Select Everyone. This allows all users to see and use the favorite.
- Click OK.
Favorite Security
All users can add, update and delete their own favorites. Adding, editing and deleting system favorites is controlled by the Allow Add/Edit/Delete System Views and Favorites access privilege. Roles and/or users assigned to this privilege can add, edit and delete system favorites. If no roles or users are assigned to this privilege, it is considered inactive and all users can add, edit or delete system favorites.
Comments
12 comments
Hi
Is there a way of viewing other users favorites as system admin.
Thanks
Kris
0 upvotes
Hi Kris! There's actually a window called Favorites, where Admins can view all saved favorites by a user, role, etc. Just search Favorites from the Main Menu, and it's under System Administration.
Thanks,
Carrie
0 upvotes
Hi Carrie
Thanks what about the V19 favorites?
Regards
Kris
0 upvotes
Hey Kris! I've done some digging and to the best of my knowledge, there isn't a way to view v19 Favorites, only v20. v19 Favorites are stored locally so there isn't a master list of them in the software.
Thanks,
Carrie
0 upvotes
Hi Kris,
If you are just after a list of the favourites and their details, this is stored in the User Menu table. You could write a script/report to get to this if it helps.
0 upvotes
Hi,
With the limited V19 screens available (I'm in 20.94 K) how can someone get access to their V19 favorites to remove them? Is there a time when these will be removed like other V19 links?
Thanks,
Brooke
0 upvotes
Hi Brooke,
From the Global Nav Favorites dropdown, there is an "Organize Favorites (v19)" option. Would that do it?
1 upvotes
This doesn't look available in 20.94 K anymore. I have full system admin rights and I don't have that option. I also double checked the access exceptions and didn't see it listed there either.
0 upvotes
Hi Brooke,
Organize Favorites (v19) is still in v20.94 and v20.95. Check for element ID 1216. That's the one you'll need to give access to. You can check the Role Access screen to make sure that there isn't a Deny on it for any of the roles you are assigned to as that would prevent it from showing for you, even as an administrator.
I'll also send your question about if v19 favorites will be removed to our Product Management Team to see what their plan is in the future.
Thanks,
Maggie
0 upvotes
Hi Maggie - I'm still not seeing it. Here's the role access for my role: https://www.screencast.com/t/cgKkzVKo
I'm a full system admin in the system and have all features assigned to me: https://www.screencast.com/t/cgKkzVKo and I still don't see it: https://www.screencast.com/t/yYGaCutt8Ri
Thanks,
Brooke
0 upvotes
Hi Brooke,
That's definitely odd since I see it on my end. I'd recommend entering a ticket so our Client Care Team can take a closer look and can more easily troubleshoot the problem.
I also heard back from our Product Management Team about the removal of the v19 favorites. They said they will be removed in .96.
Thanks,
Maggie
0 upvotes
Great, thanks for the update.
0 upvotes
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