Use Favorites on the Navigation Panel to:
- add Favorite
modules - Bookmark
specific records
The icons at the left of a line indicate whether a line is a Favorite or a Bookmark . The modules and records you add to Favorites remain available from any module.
Using this feature, you can create your own list of frequently-used modules or records and click the link as a fast way to launch. The links are enabled in both View and Edit mode and are visible on Favorites from any module.
How to Add Favorites
To add a module as a favorite:
- Navigate to the module you want to add.
- Click the
Add Current Window to Favorites icon. - Receive this notice:
No need to display Favorites on the Navigation Panel to add a module. If, for example, you have the Action Menu or Records in view, simply click the Favorites icon to add the current module.
How to Rearrange Favorites List
You can arrange your list of Favorites by simply using a click-and-drag action in Edit mode.
-
Click the
Edit the Current Menu icon. -
Click-and-drag favorites in the order you want.
-
Click the
Save Changes icon.
Multi-Window Search
Assigning modules as eligible for a Multi-Window search is also done in Favorites. When used, the Multi-Window Search function looks through any modules you have added to Favorites to which you assigned a Multi-Window status. The Multi-Window Search looks through the designated modules and locates records that include the character string you enter in the Fast Find – Search field.
While many windows and records can be added to Favorites, use caution in how many modules you assign as Multi-Window status searches. The more modules/records that are eligible for a Multi-Window search, the longer it takes to get results.
How to Assign Multi-Window Status
This action can be taken for modules you have added to Favorites as described in How to Add Favorites.
- Click Favorites on the Navigation Panel.
- Click the Edit the Current Menu icon above the Favorites label. Now the display shows a minus sign (‒) at the right of each entry.
- Click a dimmed globe to enable Multi-Window.
- Click the Save Changes icon above the Favorites label.
Reminder: Use caution in your designation of Multi-Window eligibility. The more modules/records that are searched, the longer it takes to get results.
How to Add Bookmarks
Bookmarks are links to a specific record:
- Navigate to the record you want to add.
- Click the
Bookmark icon above the Favorites label.
If you have not added the module as a Favorite, WebTMA adds both the module and the record to Favorites when you add the bookmark.
How to Delete Favorites and Bookmarks
To delete links from Favorites:
- Click Favorites on the Navigation Panel.
- Click the Edit the Current Menu icon above the Favorites label. Now the display shows a minus sign (‒) at the right of each entry.
- Click the minus sign (‒) to remove either Bookmark or Multi-Window lines.
- Click the Save Changes icon above the Favorites label.
Want to Know More?
Visit the WebTMA Help Page