Differences
This shows you the differences between two versions of the page.
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ug14-00 [2014/08/04 09:32] – created barbara | ug14-00 [2022/06/28 08:55] (current) – Shelley Hunter | ||
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====== Favourites ====== | ====== Favourites ====== | ||
- | From version 2.2.9.17. | + | **From version 2.2.9.17.** |
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+ | 2.22.2+ You can now make a selection of records to add Favourites via the new yellow star button rather than dragging one record at a time. This can be done from the Person, Company and Company Contacts selectors. The new star button asks you to specify the folder in Favourites. | ||
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+ | When this is pressed you get to choose which folder within Favourites these go to. | ||
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+ | {{:: | ||
- | Contact events, appointments and reminders can be made from this form without having to expand the record, select the relevant | + | |
+ | Contact events, appointments and reminders can be made from this form without having to expand the record, select the person | ||
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- | Records can be accessed by double clicking or expanding | + | Records can be accessed by double clicking or using the Expand button |
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+ | Notes can be easily edited to keep up to date - using the Edit Notes button when selected. | ||
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+ | Individual records can be deleted from the lists or entire folders can be deleted from the favourites view - this will just delete them from the favourites folder it will not delete the actual records. | ||
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+ | **From Release 2.16.6** | ||
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+ | Favourites can be viewed and amended by users with the same Division access. | ||
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+ | ===Records in Favourites can be Processed.=== | ||
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+ | Records stored in Favourites can be selected using Ctrl and/or Shift keys and processed to the relevant selector screen using the Process button. | ||
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+ | ===Stored Selections can be saved in Favourites=== | ||
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+ | Select or create a stored selection in the Person, Company, Contacts and Vacancy. Drag and drop the Stored Selection in the relevant Favourites Folder. | ||
- | Notes can be easily edited to keep up to date. | + | {{ :2-16-6_c.png? |}} |
- | Individual records | + | The F2 key can also be used to create contact events for records in folders in Favourites. |