Favorites

This Help File Page was last Modified on 11/23/2017

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Favorites

This Help File Page was last Modified on 11/23/2017

Favorites - To create Favorites which can then be selected using thes Favorite Icon to instantly display a record:

 

HelpFilesFavoriteButton

 

On either the Subscribers, Prospects, and Vendors Forms:

Click the Favorites button to assign the current record favorites status

This identifies this record as a Favorite.

 

Once a Favorite record is set:

From either the Subscribers, Prospects, or Vendors Forms:

a.Click the Favorites Icon's down arrow (as illustrated above),

b.Select the specific record from the Favorites list.

c.That record will be displayed.

 

To Remove a Favorite record:

a.Click the Favorites Icon on the Subscriber's, Prospect's, or Vendor's record you no longer want as one of your Favorites.

b.The favorites status will be removed from the list.