The Baskets tab and counter appear on all record types and indicates which baskets the record is currently associated with, as well as giving you the ability to remove/add the record from/to a basket in one single easy action.
You can also filter the baskets by name, sort the columns and see clearly which basket is associated with each record. Please note if the basket is not shared with you, you will not be able to view the basket in the relevant section basket area on the Smart Navigation left-hand side panel.
By default, the ticked baskets will always display at the top of the list to show you the baskets the records are associated with.
On any record select the Baskets tab on the left-hand side.
We display a basket counter at the top of the record screen showing how many baskets the record is in.
If you want to view more than the default 10 entries per page, you can select from the drop down and show up to 100 entries per page.
The search lets you search for a basket by name.
The columns show:
- If the record is in the basket
- The basket name
- The counter shows the number of records in the basket
- Owner column shows who created and owns the basket
To add a record to a basket tick the tick-box next to the basket name.
To remove a record from a basket untick the tick-box next to the basket name.
Don't forget to save your changes.
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