Favorites and Bookmarks

Favorites and Bookmarks

Favorites and Bookmarks in EquiBillBook allow you to save frequently accessed pages, reports, customers, items, and other records for quick access. This guide explains how to use favorites and bookmarks to improve navigation efficiency.

Understanding Favorites and Bookmarks

Favorites and bookmarks enable you to:

• Save frequently accessed pages
• Quickly navigate to important records
• Access reports instantly
• Bookmark customers, suppliers, items
• Create shortcuts to important features
• Improve navigation efficiency

Adding Favorites

To add items to favorites:

Adding Process

1. Navigate to the page, record, or report you want to favorite
2. Look for Star Icon or "Add to Favorites" button
3. Click the star icon or button
4. Item will be added to favorites
5. Star icon will be filled/highlighted

What Can Be Favorited

• Pages: Dashboard, Reports, Settings pages
• Records: Customers, Suppliers, Items
• Reports: Frequently used reports
• Transactions: Important invoices, bills
• Categories: Item categories, customer categories

Viewing Favorites

To view your favorites:

Access Methods

• Favorites Menu: Click "Favorites" in main menu
• Star Icon: Click star icon in header
• Quick Access: Favorites dropdown in header
• Sidebar: Favorites sidebar panel

Favorites Display

• List View: List of favorite items
• Grouped: Grouped by type (Customers, Reports, etc.)
• Recent First: Most recently used first
• Search: Search within favorites

Removing Favorites

To remove items from favorites:

Removal Methods

• Click Star: Click filled star icon to unfavorite
• Context Menu: Right-click and select "Remove from Favorites"
• Favorites Page: Remove from favorites list page
• Bulk Remove: Remove multiple favorites at once

Organizing Favorites

Organize your favorites:

Organization Options

• Folders: Create folders to organize favorites
• Tags: Tag favorites for easy filtering
• Reorder: Drag and drop to reorder
• Rename: Rename favorites for clarity

Bookmarks

Using bookmarks for pages:

Creating Bookmarks

1. Navigate to page you want to bookmark
2. Click "Bookmark" or "Add Bookmark"
3. Enter bookmark name
4. Select folder (if using folders)
5. Save bookmark

Accessing Bookmarks

• Bookmarks Menu: Access from bookmarks menu
• Bookmark Bar: Quick access bar
• Search: Search bookmarks

Quick Access

Quick access to favorites and bookmarks:

Quick Access Features

• Keyboard Shortcut: Use keyboard shortcut to open favorites
• Quick Menu: Quick access menu
• Recent Favorites: Show recently accessed favorites
• Suggestions: Suggest favorites based on usage

Favorites by Type

1. Customer Favorites

Favorite frequently used customers:

• Go to customer detail page
• Click star icon
• Customer added to favorites
• Quick access from favorites menu

2. Item Favorites

Favorite frequently sold items:

• Go to item detail page
• Click star icon
• Item added to favorites
• Quick add to invoices

3. Report Favorites

Favorite frequently used reports:

• Generate or view report
• Click "Add to Favorites"
• Report saved to favorites
• Quick access for future use

4. Page Favorites

Favorite important pages:

• Navigate to page
• Click bookmark or favorite
• Page saved
• Quick navigation later

Managing Favorites

Manage your favorites collection:

Management Options

• Edit: Edit favorite name or details
• Organize: Organize into folders
• Export: Export favorites list
• Import: Import favorites
• Share: Share favorites (if available)

Favorites Settings

Configure favorites settings:

Settings Options

• Display Limit: Limit number of favorites shown
• Sort Order: Sort by name, date, usage
• Grouping: Enable/disable grouping
• Notifications: Notifications for favorites

Best Practices

• Favorite Frequently Used: Add items you use regularly
• Organize Well: Organize favorites into folders
• Keep Updated: Remove unused favorites regularly
• Use Meaningful Names: Use clear names for bookmarks
• Limit Favorites: Don't add too many favorites
• Review Regularly: Review and clean up favorites

Common Scenarios

Scenario 1: Favorite Regular Customers

Favoriting customers you work with frequently:

1. Go to customer list
2. Open customer detail page
3. Click star icon
4. Customer added to favorites
5. Quick access from favorites menu

Scenario 2: Bookmark Sales Report

Bookmarking frequently used sales report:

1. Generate sales report with your filters
2. Click "Add to Favorites" or bookmark
3. Enter name (e.g., "Monthly Sales Report")
4. Report saved
5. Quick access next time

Scenario 3: Favorite Quick Items

Favoriting items you sell frequently:

1. Go to items list
2. Open item detail
3. Click star icon
4. Item added to favorites
5. Quick add when creating invoices

Mobile Favorites

Using favorites on mobile:

Mobile Features

• Touch to Favorite: Tap star icon to favorite
• Favorites Menu: Access from menu
• Swipe Actions: Swipe to favorite/unfavorite
• Quick Access: Quick access from home screen

Troubleshooting

Issue: Favorites Not Saving

Possible Causes:

• Browser storage issues
• Permission problems
• Session expired

Solution: Check browser storage, verify permissions, refresh page

Issue: Favorites Missing

Possible Causes:

• Cleared browser data
• Different browser/device
• Account switched

Solution: Favorites are usually account-specific, check if logged into correct account

What's Next?

After setting up favorites and bookmarks:

1. Use favorites for quick access
2. Organize favorites regularly
3. Add new favorites as needed
4. Remove unused favorites
5. Improve your navigation efficiency

Using favorites and bookmarks effectively improves your navigation and productivity in EquiBillBook.