Leverage the Improved Product Management Navigator

Hi, everyone. Today, I will be going over the new feature of leveraging the improved Product Management navigator tool. In this feature, the user can use the navigator tool to access saved searches and clipboard entries. This streamlines the ability to access and work with items, manufacturers, and other objects. It also boosts productivity by saving previous work, and users can navigate to the items easily.

Users will be able to recall saved searches and clipboard items, which in turn will streamline processes for the user. I will now be going into the demo. Today, I will be going over leveraging the improved product manager navigator. In this update, users will be able to easily find and select system and personal saved searches across objects using filters. Users will also be able to search for saved searches by name.

Users will be able to tag saved searches in multiple groups, which will make it a lot easier to share amongst teams. To access this page, click on the Product Management tab. Once in the Product Management page, click the Navigator tab on the bottom of the page. This will open up the Navigator tool. If you'd like to keep this tab persistent, you can pin it to the page by using this icon. You can use the enhanced navigator to access your saved searches and clipboard entries across product management objects, items, manufacturers, proposals, workflows, workflow approvals, and workflow history. These enhancements allow the users to pin objects in the pin areas to organize the entries. And for the clipboard, you can tag an entry for quick access.

Pinned entries are displayed at the top of the clipboard, followed by objects most recently copied to from the clipboard. You can search for pinned entities using the pinned filter. Once you click on the filter chip, select Yes to display the pinned entries. There are many functionalities you can achieve with the saved search feature on the Navigator. With the saved searches tab, you can easily find and select system and personal saved searches across objects using filters.

On this panel, you can also run saved searches by clicking the hyperlink of the search name. Lastly, you can pin the object into one of the existing pin group or create a new one using the Add icon. Today I went through the basic functions of the enhanced product management navigator. For more details, you can consult the help documentation. This is the end of the demo. Thank you for watching.