Set Favorite Activities

Introduction

The frequent activities that are done by the users can be marked as favorite activities by the users.  These could be either financial or non financial activities.  Customers can mark 'favorites' for 'N' number of Activities.

The number of activities that can be set as favorites will be an application level configurable number.

Such activities will be listed in the application as a dropdown for  Favorite financial Activities and Favorite Non Financial Activities.

Navigation

  • Select Set Favorite Activities in the Personal Profile screen.

  • The Set Favorite Activities screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

FAVORITE ACCOUNTS

Note:

This list will display the accounts selected as favorite by the user.  User can make it a non favorite by moving it to the non-favorite list

Option Button

Click the appropriate value to select the required record.

List of Activities

The list of the activities are displayed.

Type of Activity

The type of activity whether financial or non financial is displayed.

Non - favorite Accounts

Note:

This list will display the accounts not selected as favorite by the user.  User can make it a favorite by moving it to the favorite list.

Option Button

Click the appropriate value to select the required record.

List of Activities

The list of the activities are displayed.

Type of Activity

The type of activity whether financial or non financial is displayed.

 

Click

To

Update

Update the preferences.

Go to Page

If there are multiple number of pages for displaying the list, then the desired page number can be provided and Go must be clicked to view the list in that page.

NEXT.GIF

View the next screen page.

PREVIOUS.GIF

View the previous screen page.