Setting Up Recent Items

Before 7.3.1, the Recent Items tab appeared as a taskbar on the right-side of the application that displayed when a user hovered his/her mouse nearby. As of 7.3.1, the Recent Items are accessible through the menu bar and are categorized by the screen name, offering up to 10 records listed for each screen.

 

From here, users can select and jump to any of the last ten records they accessed specific to the screen associated with it. By default, the Recent Items tab saves records associated with the following:

·            CRM360®

·            Gift Code Maintenance

·            Order Entry

·            Product Maintenance

·            Customer Financial Analysis

 

The Recent Items functionality is determined at the form level. Turning the Recent Items on or off for a particular form includes opening the form’s XML in a text editor such as Notepad and modifying the specific Recent Items code. Additionally, the number of items tracked can be changed by updating the value for the "RecentItems" parameter in the Container.xml file.