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Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
Records
Manage your records and learn to use its filters in IFS Cloud.
Managing Records
Make the basics on your records: create a record, duplicate or delete one...
Saving Records as Favorites
Add and visualize your favorite records.

Basics of Page and Record Management
Make your first steps in IFS Cloud and learn how to use the basic features to manage your pages and records.
- Home Page
  Discover the home page screen features.
- Keyboard Shortcuts
  Help your navigation and save your time using thekeyboard shortcuts.
- Saving List Proposals as Favorites
  You can filter contents appearing in lists when completing page details, by adding some of them as favorites.
- Pages
  Manage your pages in IFS Cloud.
- Adding a Lobby to the Home Page
  You can add a lobby to your home page so that you can directly access specific information and pages linked to your tasks on IFS Cloud.
- Records
  Manage your records and learn to use its filters in IFS Cloud.
  - Displaying Records
    The same records can be displayed through different views based on what you want to see or achieve.
  - Managing Records
    Make the basics on your records: create a record, duplicate or delete one...
    - Managing Records - Create, Delete, Duplicate...
      You can use the different filter options available to modify your records.
    - Saving Records as Favorites
      Add and visualize your favorite records.
    - Using the Airmar Button
      In order to help your navigation in IFS Cloud, we set up an Airmar button, specific for our entities to help you access and perform actions.
  - Searching Records
    Use the record filters or the search tool to make your searches easier and save time.
- List View Display Settings
  Customize the data display: simplify your settings display and act on the data.
- Naming Conventions

Saving Records as Favorites

Add and visualize your favorite records.

In a List View or a Detailed Record View, you can add record(s) into Favorites in order to find them easily.

Note:

For example in your client list, we recommend you to put the intercompany customers into Favorites.

To add a favorite:
1. Select the line.
2. Click the three dots and click Add to Favorites.
To display your saved Favorites:
1. Click the Filter icon.
2. Click Favorites.