Favorites in Windows Client (New)

Favorites are datasets marked by the user (e.g. business partner and contact person) so that they can be used later for reports/searches. On the desktop an overview News from my network can indicate important changes with my favorites (via Infoboard technology).

You can only mark datasets as favorites, no reports or searches.

Marking a dataset is indicated by a blue asterisk. This asterisk is displayed in the lower right corner of an entity symbol. If the favorite is selected, the asterisk is also displayed at the symbol in the dataset title.

Figure: A list with favorites

To mark a dataset as favorite:

1. Select the desired dataset in the list view or in the detail view.

2. Click on the icon

   

   in the toolbar.

To remove a dataset from the favorites:

1. Select the desired dataset in the list view or in the detail view.

2. Click on the icon

   

   in the toolbar.

Filter favorite datasets in lists

Records can be filtered in list views based on their favorite status, allowing the user to view his favorites directly in list views. If the column filter is active, the checkbox above the column with the entity icon allows to filter the list by favorites. The tooltip on the checkbox explains the function.