Lookup Favorites
Although most lookups will be used once and then not again, any Lookup can be saved as a favorite. Once a Lookup is added as a favorite, it will appear on the list in the menu.
Name
|
(Required) Name of this item.
|
Category
|
(Optional) By entering a name in this box, you are creating a Category. This allows you to add other items to the same category.
|
Owner
|
The name of the DonorWise user who created this item.
|
Private
|
By checking this box, you are saving this item for your use only. If the box is unchecked, the lookup will be available to all DonorWise users in your organizations.
|
Lookup Category example
Renaming or deleting favorites
Favorites can be modified (name or category) or deleted from the Lookup Dialog Box.
