How to use the "Favorite" function.

This guide assumes you have the correct administrator privileges, if you do not please contact your companies ‘Super Admin’. 

1.  First we must ensure that the function has been switched on.  Select "Custom Data" from the side menu.

2.  Select the edit button on the custom field, scroll down the page and select “Allow Users Favourites”.

3.  Please note there are two ways in which you can select favorites; Through your account and preferences or while creating a Virtual Card.

4.  Select your name, which will allow you to “Manage your Account”, from there, please select “Preferences”.

5.  Select the “Edit” icon within the Field Default and Favorites.

6.  This will then allow you to populate the “Favorite Value”, you can select a Payee from the drop down.

7.  The second way that you are able to select “Favorites” would be while creating a Virtual Card.  Start the process as normal, depending on what field (Client Name, RAC, UNI, Codes), you have selected “Allow Users Favorites” you will be given the option to “Manage” favorites. For this example we will be using “Client Name”.

8.  Once you reach “Reporting Data” select “Client Name”.

 

9.  From the drop down you will see the “Manage” icon and any favorites you have previously created.

10.  You will be able to “Browse and Search items” which will give you the names of clients you would be able to select as “Favorites”.

11.  Please note that once this has been done the new client will be listed as a favorite.