Bookmarking Favourite Views

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This article provides a guide on how to use the Bookmarking Favourite Views feature in BigChange. This feature allows users to save and quickly access their frequently used views and filters. Administrators can also create and apply favourite settings globally.

 

Creating Favourites

To create a favourite view:

  • Navigate to a section in BigChange, such as the CRM, Financial Documents or Schedule, then apply the desired filters and view.

 

 

  • Select the star icon labelled Save current view as favourite.

 

 

 

 

 

 

 

 

 

 

 favview1.png

 

 

  • Complete the popup window by naming the Favourite view and setting From and To ranges.
 favview2.png

 

 

  • Save the settings. They can be searched for by clicking on the star icon labelled Views, next to the Search anything box
 favview3.png

 

 

  • Individual views can now be dragged and dropped into your preferred order by selecting the Reorder button.
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Save Favourite View As URL & Open In New Tab

 

Favourite views can be accessed via a URL stored as a bookmark in your browser. Click on the link icon to save the URL to your browser as a bookmark. Press Ctrl/CMD + the favourite to open the view in a new window.

 favview5.png

Administration

 

Administrators can create global settings. This option is available in the Visibility field in the popup window when creating a favourite.

 favview6.png

A new administrative role sets up these permissions. To do this, go to Account settings > Settings > Quick Links menu > Manage Web Users > Roles.

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Editing & Deleting

 

Users can rename, edit the date ranges for favourite views, or delete them using the edit icon.

 favview8.png

 

A Reset button allows users to ‘reset’ the search to its default values, effectively cancelling the bookmark so that it can be reconfigured.

 favview9.png

Set Owner/Creator

When saving a global view against either a Note or a Sales Opportunity, new fields appear: either Note Creator and Note owner or Owner. Users can leave these blank to complete as per the filter, or tick to save as the logged in Web User.

favview10.png favview11.png

Sort Favourite Views

Using the Reorder, you can sort your list in an order to suit. favview12.png

Conclusion

The Bookmarking Favourite Views feature is a powerful tool that allows users to save and quickly access their frequently used views and filters. Administrators can also create and apply favourite settings globally. By understanding how to create, edit, and sort favourite views, users can enhance their efficiency and productivity.

 

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