This week, we’ll show you how you can activate and customize the tooltip preview in SAP Business One, allowing you to quickly access relevant information without leaving the window you’re working in.
It happens all the time, to all of us. When creating documents or generating reports, we often need a little extra information. We know where to find it: just click on the yellow arrow, search for the relevant record and voila, we have everything we need. But now there’s a simpler, faster and… more customizable way! customizable!
Activate the tooltip preview functionality in Administration > System startup > Tooltip preview and choose the relevant objects and parameters to be displayed as a tooltip when you place the mouse cursor over the master field.
In this example, we have created a new user field in the business partner master data called “VIP” with two valid values, yes or no. We have configured the preview to show the value of this field without having to access the master data sheet.
In addition to the user fields, you can always add other fields that already exist in the system.
With the tooltip preview, you’ll only see the data you’ve selected, including user fields. All this without leaving the active window, allowing you to stay focused and work more efficiently.
This functionality is available from SAP Business One, version 9.2 for SAP HANA PL05 and SAP Business One 9.2 PL05.
