Favorites

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Overview

The new favorites panel takes the place of the “I Want To…” window in the previous versions of Shepherd’s Staff®. This window can be displayed or hidden by clicking the star icon on the right-hand side of the window. The favorites are saved by each user, so different users can have different favorites. The favorites panel is broken up into four sections.

» Actions—A drop-down that lists the various actions that can be taken in the module. Selecting an option will change thetab and section to the corresponding view and open any windows so the action can be completed.

» My Actions—A list of actions that are saved by the user. You can save an action by selecting the action from the Actions drop-down and then clicking the star icon next to the drop-down.

» My Views—This lists the views that the user has saved. Saving a view will save all filters and searches made when the view was saved. Any view can be saved by clicking the Save button on the command line.

» My Reports—These are reports that have been previously saved. Each saved report will retain all the original settings and formatting options. Reports can be saved at any time by clicking the Save button in the lower right-hand corner of the module window.

A variety of options can be taken by right-clicking on a favorite. You can sort the favorites, rename them, and delete them. You also can reorder your favorites by dragging and dropping them into a new order. Sections of the favorites can be hidden by clicking the minimize icon in the section header.

 

Here is how to use favorites:

  1. Select a view and click save in the command line.
  2. Name and save the new view.
  3. Repeat this process for any view or report.
  4. Rename a favorite by right-clicking on it and selecting rename.
  5. Delete a favorite by right-clicking on it and selecting delete.
  6. Reorder your favorites by dragging them into a new order.

 

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