Sage 100 Favorites Menu: How to Add Tasks & Shortcuts

The Sage 100 Favorites Menu allows you to customize your navigation pane with shortcuts to your most frequently-used tasks, folders, files and even external links and websites.  In that way, you can “make Sage 100 your own” by cleaning up the standard menu and putting the tasks you use most front and center and easy to access.
 
There are a few options for adding tasks and links to your Sage 100 Favorites Content Group which we’ll take a look at in this article.

Adding Sage 100 Tasks Using the Ribbon

1. On the ribbon, click the Modules tab.
   
2. If necessary, click Change Current Module. In the Change Module window, select a module.
   
3. On the module drop-down menu, locate the task.
   
4. Right click the task and then click Add to Favorites.
   

Adding Tasks Using the Task Pane

1. In the navigation pane, click Modules and select a module.
2. In the task pane, locate the task and do one of the following:

• Drag the task to the navigation pane.
  
• Right click the task and then click Add to Favorites.

Adding Public Tasks for All Users

If you have the appropriate security access, you can also add public favorites. Public favorites are available to all users who can access them based on their security setup.
 

1. Log into the server where Sage 100 is installed and start Sage 100.
   
2. In the navigation pane, click Modules and select a module.
   
3. In the task pane, locate the task.
   
4. In the navigation pane, click Favorites.
   
5. Click Public Favorites.
   
6. Drag the task to the Navigation pane.

 
The task is now available to all Sage 100 users who have the appropriate security setup to access it.