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…
You can create as many favorites as you want and have room for.
You can create favorites in all places where it is possible to set a filter and a Save settings button – To do, Work order, Service order …
You can create as many favorites as you want and fit.
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 on the right as in the image below with the Started and To be invoiced buttons.
To return to your previously (default) saved filter, reload the page.
To see which settings a Favorite has, click on the favorite and then on the filter symbol (image 1). You also see the filter in use under the search bar (see image 2).
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 Delete the outdated one and create a new one.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. Click Remove.
Favorite in the Planner
Your favorite filters created in To Do also appear in the Planner under the Resource tab so you can filter the list in the same way as in To Do.
