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Access list of all your favorites
To see this list, choose the Phocas menu > favorites. Here you will see a list of all your favorites and your alerts.
Then select Manage favorites. This menu is also a quick way to jump straight to a favorite.
The Manage favorites screen lists favorites you have created (i.e., that you own) and that have been shared with you by other users, as well as alerts. Displayed on each line is:
- Favorite name
- Which folder it is in (if any)
- Whether it is a shared or a personal favorite
- If there are any unread comments against that favorite
- Relevant icons
Filter your view of favorites
You can filter your list of favorites by database or folder, or search for a specific favorite.
What you can do from here
From this view you can:
- Open a favorite or an alert (click on the name)
- Subscribe to a favorite
- Share a favorite (if you are the owner)
- Delete a favorite
- Access the favorite's URL to copy/paste into an email or new browser window.
Add your list of favorites to a dashboard
Add a list to the dashboardIf you have the Manage Favorites and Save Favorites permissions (they go hand-in-hand), you have additional favorites functionality.
On your Phocas homepage, two additional options become available in each favorite’s menu (on the far right side):
Edit: Change the name, description, and owner of a favorite. You might want to transfer the ownership of a favorite you saved so that another user can manage it. This is especially important if you are leaving the business because if your Phocas account is deleted, the favorites you created will no longer be available to other users.
Delete: Delete the favorite, if you are the owner.
Within any favorite, you can:
Administrators with the Favorites permission can access the Favorites page, where they can manage all the dashboards in your organization’s Phocas site.