SmartView

Creating SmartView External Favorites

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

To create a new favorite:

1.	On the Home ribbon, click the Add button in the Favorites section.

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2.	Enter the Favorite Name. You can also add some notes text in the Description box.

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3.	On the Users tab, 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.	On the Companies tab, Select the companies that will have the Favorite. By default, the current company will be automatically marked.

6.	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.

7.	Click Save.

To update an existing favorite:

1.	Click the Favorites button and select ‘Edit’ from the menu.

2.	Enter the new details for the favorite.

3.	Click Save.

To delete a favorite:

1.	Select the favorite from the SmartList tree.

2.	Right-click on the favorite and select ‘Delete’.

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