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How to: Use Favourites in Sage 200

How to: Use Favourites in Sage 200

This tutorial aims to assist Sage 200 users in how to Create a favourites menu, Locate the favourites menu and Create a favourites landing page in Sage 200.

Each user can create their own favourites menu in Sage 200 compiled of items such as regularly used reports or functions. A user’s ‘favourite’s menu will not be module specific which can save a lot of time when navigating between each of the Sage 200 modules.

To add an item into the favourites menu, locate the item on the Sage 200 menu, right click and then select ‘Add to Favourites‘:

A screenshot of a Sage 200 system showing how to add items into the favourites menu.

Once all of the desired items have been added to the favourites menu, they can then be located by clicking the star icon at the top of the menu:

A screenshot of a Sage 200 showing the where the favourites menu can be located.

A user can add an unlimited amount of items into the favourites menu and they will be displayed in alphabetical order. A user can also rename items by right-clicking on the item in the favourites menu and selecting ‘rename‘:

A screenshot of a Sage 200 system showing how to rename an item.

Additionally, a user can create a ‘home page favourites’  landing page by clicking on the pen icon at the top of the favourites menu and dragging items from the favourites menu into the home page favourites folder:

A screenshot of a Sage 200 system showing how to create a home page favourites landing page.

If a user selects the ‘home page favourites’ located at the top of the home page, the menu options will appear here. The next time the user logs into Sage 200, a screen will appear displaying any items that the user transferred into the favourites menu.

A screen shot of a home page favourites landing page to show users where to locate it.

Find out more about the features and benefits of Sage 200 here. If you would like to discover more about CPiO Support for Sage 200 you can find information here.

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