Favorites are shortcut links to specific areas within the program customized individually for each user.
From the Front Desk, Reports, Communication or Administration tabs, select the following menu links: Favorites > Manage Favorites.
To add
From the Favorite Item List page, clicking on the Add New button will open the Change Favorite Item page, allowing you to create a new record.
To modify
From the Favorite Item List page, clicking an underlined menu item displays the Change Favorite Item page, allowing you to change details as necessary.
The Change Favorite Item page contains the fields defined below, with the option to Save or Delete the record at the bottom of the page:
| Name of Field | Type | Description |
Favorite Item |
||
| Menu Item | Dropdown list | Select the menu item that you want to add as a favorite, as selected from a predefined list of functional areas. Required. |
| Display Name | Text | Enter a custom description for the menu item to be displayed in the favorites list. |
Assign Profiles |
||
Available Profiles |
List box |
Select one or more profiles to assign the Favorite item to.
Users with these profiles will see the favorite item in their Favorite menu. |
| Selected Profiles | List box | This list box displays the selected profiles from the Available Profiles list box. |