Instances Page

1

Search

Filters for a specific instance name or nickname

2

Recent

The five most recently viewed instances

3

All

A category that lists all of the instances available to the user

4

Favorites

A category that lists all of the instances that are marked as a 'Favorite', often times due to being most frequently visited by the User. To mark an instance as a 'Favorite', click the star iconnext to the instance name. This will grey out the star and mark it as a 'Favorite'

5

Instance/URL

A listing of all instances within the selected category

6

Instance Nickname

The nickname created for this instance. This will populate the Multi-Instance Switching menu in the top ribbon for all Users. Learn more about instance nicknames.

7

Group

A User-defined grouping for selected instances. All instances will initially be placed in 'Group 1', but more groupings can be created by contacting your CSM or R365 Support with a listing of instances organized by group number