You can create favorites in any place where there is an option to set a filter as well as a Save Settings button – To Do, Work Order, Service Order, Sales Order, the Planner…
You can create as many favorites as you want and fit on the screen.
Do this:
- Click on the Filter symbol (image 1) and choose your settings for the filter.
- Click on Save settings.
- Type a name for your Favorite.
- Click Save as Favorite.
The Favorites buttons appear to the right above the lists of orders as in the image below with the WO Started and To be signed … buttons.
To return to your previously (default) saved filter, reload the page.
To see which settings a Favorite has, click first on the favorite and then on the filter symbol. (Image 1)
A favorite cannot be edited. Delete the outdated one and create a new one.
Remove a filter
- Click on the filter symbol (image 1) and then on your Favorite.
- Scroll down to the bottom.
- Click Remove.
Favorite in the Planner
In the Planner, you create and save favorite filters under the Resource tab.
