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Search favorites

ESSENTIAL STANDARD

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You can create and use search favorites if you often search for information, such as receivers or shipment history, using the same search parameters. By saving selections and formatting of search results you can repeat searches and streamline recurring tasks.

Create a new search favorite for senders or receivers

  1. Go to Maintenance > Senders or Receivers.

  2. Enter search parameters.

  3. Click Save as search favorite.

  4. If you use profile management and want to share the search favorite, check the Share with profile group box.

    • If you create the search favorite in the default profile group, profiles in all other profile groups can use the search favorite.

    • If you create the search favorite in your profile group, all profiles that belong to that profile group can use and delete the search favorite.

    A profile can have access to 60 different search favorites at a time:

    • 20 personal search favorites on profile level

    • 20 search favorites shared within the profile group

    • 20 search favorites within the default profile group, shared with all other profile groups.

Note

When you click Save it's the search parameters that are saved, not the search results.

To delete a search favorite, select it from the list and click DEL_Delete_icon.png.

Use a search favorite for senders or receivers

  1. Go to Maintenance > Senders or Receivers.

  2. Click the dropdown menu in the field Search favorite and select a search favorite.

Create a new search favorite for shipment history

  1. Go to History > Shipments.

  2. Enter search parameters.

  3. Click Search.

  4. Click Create search favorite.

  5. If you use profile management and want to share the search favorite, check the Share with profile group box.

    • If you create the search favorite in the default profile group, profiles in all other profile groups can use the search favorite.

    • If you create the search favorite in your profile group, all profiles that belong to that profile group can use and delete the search favorite.

    A profile can have access to 60 different search favorites at a time:

    • 20 personal search favorites on profile level

    • 20 search favorites shared within the profile group

    • 20 search favorites within the default profile group, shared with all other profile groups.

Note

When you click Finish it's the search parameters that are saved, not the search results.

If you want to delete a search favorite, click View search favorites and DEL_Delete_old_icon.png next to the search favorite you want to delete.

Use a search favorite for shipment history

  1. Go to History > Shipments.

  2. Click View search favorites.

  3. Click DEL_Run_icon.png next to the search favorite you want to use.

You can create shortcuts to your search favorites and easily access them from the left menu in nShift Delivery

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