Favorites

About favorites

You can mark cases, documents, contacts, meetings, and process 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, Favorite contacts, Favorite meetings, and Favorite processes 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

This item is added to your favorites.

This item is not added to your favorites.
  • In lists: Double-click the icon to add or remove the list item from the Favorites list.
  • In detail pages: Click the icon to add or remove the list item from the Favorites list.

Add an item to favorites

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

  1. Open a list.
  2. Select the items that 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. This 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.
  2. In the ribbon, click Bookmark > Add to favorites.

-Or-

In the item detail page, click the Favorite icon.

  1. Open the detail page of a case or document.
  2. Click the Processes tab.
  3. Select the process that you want to add to favorites.
  4. In the ribbon, click Bookmark > Add to favorites or double-click the Favorite icon.

Remove an item from favorites

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

  1. Open a list.
  2. Select items that you want to remove from favorites.
  3. In the ribbon, clickBookmark > Remove from favorites or right-click the item and selectBookmark > Remove from favorites.

-Or-

In the list, double-click the Favorite icon. This 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.
  2. In the ribbon, click Bookmark > Remove from favorites.

-Or-

In the item detail page, click the Favorite icon.

  1. Open the detail page of a case or document.
  2. Click the Processes tab.
  3. Select the process that you want to remove from favorites.
  4. In the ribbon, click Bookmark > Remove from favorites or double-click the Favorite icon.