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Filters to Home Screen

  • 1.  Filters to Home Screen

    Posted May 04, 2021 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


    Jerome Salita
    Canalta Controls Ltd
    Red Deer AB

  • 2.  RE: Filters to Home Screen

    Posted May 04, 2021 02:01 PM

    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.

    Lewis Rosenberg
    IT Manager
    Mars Fishcare
    D365UG-BC/NAVUG All-Star
    D365UG-BC/NAVUG Board of Advisors, Chairperson Emeritus
    D365UG-BC/NAVUG Programming Committee

    Twitter: @RosenbergL

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