Favorites
Open Plan enables users to identify their favorite views, sorts, and filters to make it easy to access and use them.
Favorites are stored for each user. While views, sorts, and filters can be backed up by Open Plan, your list of favorites cannot be backed up, as it is a convenient way of accessing the objects.
You can identify your favorites in two ways:
- Use the Organize Favorites dialog box on the Tools tab.
- Open a view, sort, or filter and add it to your list of favorites. To add filters and sorts to the favorites list, use the Add To Favorites buttons accessible from the Filters and Sorts groups on the Edit tab. For views, click on the Edit tab in the Views group.
To use one of your favorite views, on the Edit tab:
- Views: Click Select in the Views group and select a favorite view.
- Filters: Click Favorites in the Filters group and select a favorite filter.
- Sorts: Click Favorites in the Sorts group and select a favorite sort.
Open Plan displays a maximum of ten favorites. If you have more than ten favorites in your lists, you can click More Favorites to display the rest of the favorites in a dialog box.