Manual Marking functionality on Items, Customers and Vendors

For instance, if I’m looking at my customer list, I can do manual markings and I’ll share this in the video here.

So I could just select or multiple select by holding down control key, and then I can select the three dots and add marks, add marks, meaning I will select those mark on the list.

If I look at my filter, it automatically add the filter mark by user with my initial with sterics around it.

I can remove the filter, but those, the items are still marked.

So let me just take two other items and add them to the mark list.

Oops, sorry about that.

I will add those.

Sonoma list consists of five because one of them already was on the list.

And this way I can build up a mark list.

I could also select one of them and remove mark.

And I of course remove the the mark in here.

So it’s a way of building up a marking on either customers, vendors, or items.

And it remembers per table.

Of course, my user.

So now I have four customers marked in here.

If I look at my item list, I might already have some records marked in here.

So if I select the filter marked by user with my user id, oh, actually didn’t have no items in here,
but if I had it would just remember the filter.

Let’s just try to select some of them and then go back to the customer list afterwards.

I’ll just take a lot here and add mark of on those.

So now I have some markings in here, and if I go back to my customers and look at the marked filter and have to remember the asterisk because other users might use the same field.

So this is just a manual way of adding marks and removing our marks on those three tables.

And I can use it for filtering purposes.

The other way of marking would be in the master data search window, search by master data, if it’s from customers windows or items.

And also if you are working with items, it’s also possible to mark in the auto matrix window.

I will show you in other videos.