We have different ways of marking items, customers and vendors.
Microsoft Dynamics 365 Business Central lets you mark records on your customer, vendor, and item lists. You select the records you want, add them to a marked list, and then filter on that list. The system saves the marking per table and per user, so your marks stay separate from those of your colleagues.
When you add marks, Business Central automatically applies a filter named “Marked by user” using your user initials wrapped in asterisks. You need to keep those asterisks in the filter because other users may mark records in the same field.
You can also mark records from the master data search window and, when you work with items, from the item matrix window.
How manual marking works on customer, vendor, and item lists
If you open your customer list, you can select a single record or hold down the Ctrl key to select several at once. Then click the three dots and choose “Add marks.” The records are added to your marked list.
Once you have marked the records, the filter updates automatically to show “Marked by user” with your initials. You can remove that filter, and the records stay marked. This means you can keep adding more records to the list across several visits. For example, you can mark three records, clear the filter, select two more, and add them as well. If one of those was already marked, the list simply keeps the existing mark rather than duplicating it.
You can also remove a mark. Select a marked record, choose “Remove mark,” and it drops off the list.
This gives you a simple way of building up a selection on customers, vendors, or items that you can use for filtering.
Marking is saved per table and per user
Business Central remembers your marks separately for each table and for your user. If you mark four customers and then switch to the item list, the customer marks remain in place. Likewise, any items you mark are kept independently.
When you return to a list, you can reapply the “Marked by user” filter with your user ID to see your marked records again. If you had marked items earlier, the filter would bring them straight back. Because the filter is tied to your initials with asterisks around them, your selection does not interfere with another user’s marks in the same field.
Other ways to mark records
Besides marking directly on the lists, you can mark records from the master data search window, whether you search from customers, vendors, or items.
If you work with items, you can also mark records in the item matrix window.
Q&A
How do you mark several records at once in Business Central?
Hold down the Ctrl key and select the records you want, then click the three dots and choose “Add marks.”
Does marking apply to all users or just you?
Marks are saved per user. Business Central uses a “Marked by user” filter with your initials wrapped in asterisks, so your marks stay separate from those of other users working in the same field.
Do marked records disappear when you remove the filter?
No. Removing the “Marked by user” filter does not remove the marks. The records stay marked, and you can reapply the filter later to see them again.
Which records can you mark?
You can mark records on the customer, vendor, and item lists. Marks are remembered separately for each table.
Where else can you mark records besides the lists?
You can mark records from the master data search window, and when working with items, from the item matrix window.