View source for Recently Viewed

==Overview==
*By clicking on the hyperlink labelled "Recent" in the top right corner of the user's screen, a right-hand panel titled "''Recent''" can be shown containing a list of the most recently-viewed records. Users can then click on their most recently-viewed records to [[navigation|navigate]] easily through the system.
:[[Image:Recently Viewed Icon new.jpg|link=]]

*The Recently Viewed panel can be locked to always be shown on the right-hand side of the SmartSimple window, or, by default, will close when a recently-viewed record is selected.
<!--23152 - Record and display most recently viewed objects-->

[[Image:RecentFrame.jpg|link=]]

*The following recently-viewed SmartSimple objects are accessible from the Recently Viewed panel:
:*Contact [[profile]]s
:*Organization [[profile]]s
:*[[UTA]] records
:*[[Transactions]]
:*[[Reports]]
:*[[Settings Pages]]

'''Note:''' The recently-viewed feature will display the information from the following fields for the respective SmartSimple objects:
:* Contact record - Full Name (First Name and Last Name Standard Fields)
:* Organization record - Name Standard Field
:* UTA record Level 1 - Title Standard Field
:* UTA record Level 2 - Subject Standard Field
:* UTA record Level 3 - Subject Standard Field
:* Transaction - Subject Standard Field
:* Reports - Report name
:* Settings Page - name of Settings Page or Custom Field

==Disabling the Recently Viewed Feature==
This feature can be disabled by system role. To disable the Recently Viewed Feature, take the following steps:
# Click the [[Configuration Menu|Configuration]], [[Roles & Permissions]] menu. 
# Under [[Manager Permissions]], click on the [[Manager Permissions - System Permissions|System Permissions]] link.
# Under Restrictions Title bar click on Disable Recent/Action Bar option.
# Select the roles which should not have access to the Recently Viewed panel.

==Using the Recently Viewed Feature==
===Navigating Records===
To navigate to a recently-viewed record, simply click on the entry in the Recent panel.

===Locking the Recently Viewed Frame===
Clicking on the "Lock Recent Panel" icon ([[Image:Lockframe.jpg|link=]]) will toggle back and forth between a state where the Recently Viewed panel is always shown, and one where the Recently Viewed panel is hidden whenever a record is clicked upon. When the pinhead icon is red, the Recently Viewed panel is always shown.

===Refreshing the Recently Viewed Frame===
Clicking on the "Refresh" icon ([[Image:Refreshicon.jpg|link=]]) will refresh the Recently Viewed panel.

[[Category:Navigation]]