Overview

You can customize the Favorites content group that appears in the standard Desktop navigation pane by adding shortcuts to tasks, external programs, web pages, folders, and files.

Items added to the Favorites group are saved locally based on the Windows user name and password used to log onto the workstation.

For an overview of the standard Desktop, see Desktop Guide.

To add Sage 100 tasks using the ribbon

1. On the ribbon, click the Modules tab.

2. If necessary, click Change Current Module. In the Change Module window, select a module.

3. On the module drop-down menu, locate the task.

4. Right click the task and then click Add to Favorites.

The task is added to you Favorites content group.

To add Sage 100 tasks using the task pane

1. In the navigation pane, click Modules and select a module.

2. In the task pane, locate the task.

3. Do one of the following:

4. Drag the task to the navigation pane.

5. Right click the task and then click Add to Favorites.

The task is added to the Favorites content group.

To add public tasks for all users (based on their security setup)

1. Log into the server where Sage 100 is installed, and start Sage 100.

2. In the navigation pane, click Modules and select a module.

3. In the task pane, locate the task.

4. In the navigation pane, click Favorites.
5. Click Public Favorites.
6. Drag the task to the Navigation pane.

The task is now available to all Sage 100 users who have the appropriate security setup to access it.