Use Favourites

The Favourites view is where you keep shortcuts to everything that you want to access quickly in Sage 200. When you're using a form or a desktop view, you can choose it as a favourite and it will be added to your Favourites view.

You can organise your Favourites how you like, and share your favourites with others by exporting and importing them.

If you want to set up a page of favourites to put on the Home page, you can use the Home Page Favourites folder.

Note: If your administrator or Business Partner has imported a menu for you during upgrade or as an add-on in System Administration, you will see it listed in the Migrated User Own Menu folder on the Favourites view.

Add and remove favourites

When you're using any window or desktop view in Sage 200, you can quickly add it to your Favourites.

	Select the favourite icon to add the current window or view to your Favourites.
	This means the window or view is already in your Favourites. If you select this again, it will be removed.
	This means you cannot add the window or view to your Favourites.

To add a report to your Favourites, select the report in the menu, right-click and select Add to Favourites.

To remove items, including reports from Favourites, use the Remove from Favourites option in the Favourites Edit Mode.

Organise your favourites

You can organise your favourites as you like; you can move and rename your favourites, and put them in folders.

Open: Navigation Area, select the Favourites View  and click Edit Favourites .

The Favourites Edit Mode is opened and an Edit toolbar is available.

You can select the following actions from the toolbar or by right-clicking on the favourites and using the context menu.

1. To add a folder, click New . A new folder is added at the bottom of the menu.

2. To remove a folder, select the folder and click Remove Favourite.

   Note: If the folder has contents, you are prompted to confirm that you want to remove the folder and its contents.

3. To remove a favourite, click Remove from Favourites .
4. To rename an item, select the item and click Rename .
5. To move the selected items, use Move Up  and Move Down .
6. To expand or collapse the favourites structure, right-click within Favourites and select Expand All or Collapse All.
7. When you've finished organising your favourites, click the Close icon .

Import and export favourites

You can do this from the Favourites View, or from the Favourites Edit Mode.

Open: Navigation Area and select the Favourites View .

• To import favourites, right-click within the Favourites View and select Import.

  • Browse to the location of the favourites file (.fav) that you want to import, select the file to import and click Open.

    All the imported favourites will be put in a new folder.

• To export favourites, right-click within the Favourites View and select Export.
  • Browse to the location you want to save the favourites file (.fav), enter a filename for the exported file and click Save.