Favorites

Favorites

  • Users have the ability to add record pages, reports, and dashboards to their favorites shortcuts
  • To add a record to your favorites, navigate to the page you want to save in your favorites and click the star button at the top of the page 
    • This adds the record to your favorites list.  Unclick the star to remove it from favorites


  • If you favorite a report, dashboard, or contact when you click on the dropdown of that tab, you will see your favorites listed there as well


  • To view all your favorites, click the dropdown next to the star
    • Click 'Edit Favorites' to remove favorites you no long want to use