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.

Tip: 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.


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.