Have you ever assembled a puzzle with thousands of pieces? Puzzle fans have all kind of methods to sort and group the pieces before they actually start to assemble – by color, divided to frame and center, etc. This way they find the pieces they need more efficiently. Similar methods may enable you to find faster the business partner and items you need when creating marketing document. Unlike the manual preparation for assembling a puzzle, the Web client for SAP Business One enables you to sort, filter, and group the lists of business partners and items by multiple fields including UDFs if defined:
The Adapt Filter button opens a list of fields that can be used as additional filters on the filter bar, and the settings button enables you to define what columns to display and in which sequence. After this is done, you may sort and/or group the list by the relevant columns. To benefit in the future from your settings, you may save them as a view, set it as default and even set it as Public to share it with other users as well. If needed, you may save multiple views for different use cases.
The extended variety of fields in the filter bar and table columns is available in SAP Business One 10.0 FP 2105 and SAP Business One 10.0 FP 2105, version for SAP HANA. This tip and all the other tips are available on SAP Community. You can also visit the Implementation Arena for useful implementation tips.