Hello, everyone. This is John Grande, once again, coming to you from DimeSoft Business Solutions and I'm the guy who loves to talk about Acumatica ERP. Today, we are going to be talking about Favorites. The Favorites feature inside of Acumatica is a very simple, yet effective way to save lots of time and efforts within the system by bookmarking the places you tend to spend the most time in within
Let's go ahead and jump into the Cloud and take a look at how Favorites work. Here we are, inside of Acumatica and I'm gonna go ahead and bookmark two or three different sections to show you how simple it is. The first one we're gonna do, let's do Sales Orders. I'm just going to sales orders and clicking that star in the header and then if I go to... You'll see if I go to Favorites, you'll see it'll appear there. I'm also going to add Tasks and finally, I'm going to also add Contacts.
This can be done anywhere throughout the entire system. Now, when I go to Favorites, you'll see I have Sales Orders, Tasks, and Contacts (because I just added them and I can have as many of these as I'd like) and anytime I want to go to Sales Orders, instead of having to navigate myself throughout the system, I just go to my Favorites and click "Sales Order". Same thing with Tasks and finally, same thing with Contacts. And it's as simple as that.
I'd like to take this opportunity to thank you for joining us here for this very brief video showing you how Favorites works inside of Acumatica. If you should have any questions, or want some more information regarding the system, please feel free to reach out to me directly at (951) 928-1990, ext. 212. The number is right here on your screen. Or, feel free to drop me an email at firstname.lastname@example.org. Thank you very much and I'm looking forward to presenting my next video to you next.