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Favorites: quick access via the star

Mark orders, quotes, customers and employees with the star — and find them again any time via the star icon in the sidebar.

The three orders that are on fire this week, the major customer who keeps calling: that is what the star is for.

Marking

The star icon appears on four object types: orders, quotes, customers and employees, each in its own list — for example sidebar → Orders → the star in the order row. Only on those four: work steps and items cannot be marked. The tooltip tells you what the click does: "Add to favorites" or "Remove from favorites". Favorites are personal; everyone maintains their own list.

Finding again

The star in the sidebar opens a small window that collects all favorites, grouped in the fixed order Orders → Quotes → Customers → Employees. A click jumps straight to the object.

In the window's edit mode, entries can be reordered by dragging, the most important ones to the top, and removed one by one.

Auch bekannt als: favorites, star, bookmark, quick access, mark.

Zuletzt aktualisiert am

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