The content in this guide is currently being revised to align with the new user interface. Some text and images may be outdated.
Keeping track of the records you refer to frequently, whether they are a company, a project, a sale or an issue.
Using the Company and Contact guides, you can:
See all your favorites and saved filters under each individual module from the left-side Module bar.
Track your frequent records with favorites - just look for the Favorite icon in the top right of the menu when viewing a record.
Most records support being bookmarked - but if it doesn't, try going to the parent object - such as finding the job rather than the component.
Removing Favorites: If you want to remove the bookmarked record: