The Applications and Favorites Menu can be opened by clicking the button in the top left of the main toolbar. In the Applications tab, users can view and select applications and their related services. In the Favorites tab, users can select from a list of favorite records and views. This menu can be pinned to work space, so that it remains open, or users can make their selection from the menu, and then allow it to hide.
The use of the Applications and Favorites Menu is described in the sections below:
When adding or removing applications, the Aptify application must be refreshed, closing all open records. Aptify will alert you if there are unsaved changes to any open records where you can choose to Stay on Page (browser is not refreshed and application list is not modified) or Leave Page (browser will be refreshed and unsaved changes to open records will be lost). |
Your selected applications are added to the list displayed when you click the Applications tab.
Follow these steps to manage the list of services shown within a particular application:
Clicking the Favorites tab displays a list of links to favorite records or views. The links can appear in the list as standalone links, or as part of a favorites group.
Aptify Desktop client Shortcuts that are part of a user's profile prior to installing the Aptify web interface are added as links in Favorites during the installation process, with the exception of shortcuts to view folders. Favorite links to view folders are not supported. The favorite links created during installation are found in the My Shortcuts favorite group. |
Records and views can be added to the Favorites list from the UI and from the record or view itself. Starting in version 5.5.2, a user can add or remove both records and views to their favorites list by selecting the Add to Favorites or Remove from Favorites option from the More drop-down list box in a record or view. New favorite links are added to the Home favorite group in the favorites list.
The favorites in the list can be organized into favorite groups. Favorite groups are created when the CREATE GROUP button is clicked. This opens a new Favorites Group record, and you can enter a Name and Description for the favorite group and save the record. After saving, the new favorite group appears in the favorites list.
Favorites can then be added to the new favorites group by performing the following steps:
Select the desired favorite from the list.
Selecting a favorite opens the related record or view and closes the Applications and Favorites Menu. |