SmartView

Creating SmartView Favorites

You can use the Add Favorite window to add and update SmartView favorites.

 

To create a new SmartList favorite:

1.Click the Add button in the Favorites section of the Home Ribbon or right-click a SmartList and select ‘Add Favorite’.

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2.Enter the Favorite Name.  You can also add some notes text in the Description box.
3.Select the users and roles that will have access to the Favorite. By default the current user will be automatically marked.
4.If you want the favorite to be available to all users and new users that have not yet been created, mark the All users checkbox.
5.If you want the favorite to be available in all companies and new companies that have not yet been created, mark the All companies checkbox.
6.Select the companies that will have the Favorite. By default, the current company will be automatically marked.
7.Click Save.

 

 

To update an existing favorite:

1.Select the favorite and click the Edit button in the Favorites section of the Home Ribbon or right-click a favorite and select ‘Edit’.
2.Enter the new details for the favorite.
3.Click Save.

 

 

To delete a favorite:

1.Select the favorite and click the Remove button in the Favorites section of the Home Ribbon or right-click a favorite and select ‘Delete’.