You are a true professional. You are always on top of everything, you know exactly where things are and what the status is, at all times. And yet, we are human. Sometimes we just want to double-check a specific detail. For example, when creating an invoice and you want to check the customer balance on the fly. For this use case the Web Client for SAP Business One version 10.0 introduces the “Quick View”:

Quick View

Everywhere the golden arrow appears you can click it and open the “Quick View” for the respective object. Here you can find key information about the given record, in this example, the customer. If you need more details, you can click the “View More” option in the pop-up and open the respective master data in a new browser tab or in the current one.

You can decide whether to activate the “Quick View” option in the settings window under the ‘Me Area’:

Quick View

When disabled, clicking the golden arrow will directly open the respective record, for example, business partner master data, item master data, etc.

Available in SAP Business One 10.0, and SAP Business One 10.0 version for SAP HANA. Please get in touch if you would like to upgrade to version 10.0.

We hope that you find this tip useful! For more information on Business One, you can visit our webpage.

Source: Ari Schapira | SAP Business One – The Tip of the Week