Filters to Home Screen

  • Filters to Home Screen

    Posted by DSC Communities on May 4, 2021 at 10:24 am
    • Jerome Salita

      Member

      May 4, 2021 at 10:24 AM

      Good Morning All,
      I am curious to know if we are able to save filters to our home page to avoid having to go through multiple pages to access them.
      For example in order for me to access my one filter I use on a regular basis I need to go through Items, select any item, QTY on Sales order and then I am able to access my filter.  Is there any way to have this filter on the first page of Items or on my home screen?

      #filters #Functional

      Thanks 
      Jerome
      ??

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      Jerome Salita
      Canalta Controls Ltd
      Red Deer AB
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    • Lewis Rosenberg

      Member

      May 4, 2021 at 2:01 PM

      Jerome,

      I’m not sure, but I think you are asking about saving a filtered view.  If you are running the Windows client in NAV or BC, then from the page title in blue, click the small drop-down triangle.  Now click Save View As…Give you view a name and select the navigation pane menu to save it on and click OK.

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      Lewis Rosenberg
      IT Manager
      Mars Fishcare
      http://www.apifishcare.com
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      D365UG-BC/NAVUG All-Star
      D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
      D365UG-BC/NAVUG Programming Committee

      Twitter: @RosenbergL
      LinkedIn: https://www.linkedin.com/in/rosenbergl
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    DSC Communities replied 3 years, 8 months ago 1 Member · 0 Replies
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