Favorites


About favorites

You can mark cases, documents, meetings and contacts as your favorites and have them displayed on a list. You can quickly add items to your favorites and remove them later. A list of your favorite items gives you easy access to your favorite cases, document, or contacts from the navigation pane.

For information about how to add Favorite cases, Favorite documents and Favorite contacts to the navigation pane, see Manage lists.

On the detail pages and in lists, a star icon indicates if an item is already added to your favorites.

Icon

Description

The item is already added to your favorites.

The item is not added to your favorites.
  • In lists: Double-click the icon to toggle between adding and removing the list item from the Favorites list.
  • In detail pages: Click the icon to toggle between adding and removing the list item from the Favorites list.


Add an item to favorites

You can add one or more cases, documents, or contacts to your favorites, either from a list or from a detail page.

  1. Open a list that contains the case, document, or contact you want to add to the Favorites list.
  2. Select the items you want to add to favorites.
  3. In the ribbon, click Bookmark > Add to favorites or right-click the item and select Bookmark > Add to favorites.

or

In the list, double-click the Favorite icon to add the list item (case, document or contact) to the favorites list. Double-clicking theFavorite icon will also remove any existing selections of the list items and select the list item line.

  1. Open the detail page of a case, document, or contact that you want to add to the Favorites list.
  2. In the ribbon, click Bookmark > Add to favorites or right-click the item and select Bookmark > Add to favorites.

or

In the item detail page, click the Favorite icon to add the item (case, document or contact) to the Favorites list.


Remove an item from favorites

You can remove one or more cases, documents, or contacts from your favorites. You do that either from a list or from a detail page.

  1. Open a list that contains the case, document, or contact you want to remove from the Favorites list.
  2. Select items you want to remove from favorites.
  3. In the ribbon, click Bookmark > Remove from favorites or right-click the item and select Bookmark > Remove from favorites.

or

In the list, double-click the Favorite icon to remove the list item (case, document or contact) from the Favorites list. Double-clicking the Favorite icon will also remove any existing selections of the list items and select the list item line.

  1. Open the detail page of a case, document, or contact that you want to remove from the Favorites list.
  2. In the ribbon, click Bookmark > Remove from favorites or right-click the item and select Bookmark > Remove from favorites.

or

In the item detail page, click the Favorite icon to remove list item (case, document or contact) from the Favorites list.