Knowledge Base

JoforceCRM Favorites Introduction

JoforceCRM Favorites lets you access important records in CRM easily from the header of your JoforceCRM. You can mark any records of JoforceCRM in your Favorite list and can remove it from your Favorite List.

Module Installation #

To install the Favorite module in JoforceCRM,

  • Navigate to User Profile → Settings → Modules →Import Module from Zip.
  • Now click on Select from My Computer and browse the downloaded package.
  • Upload the package and make sure you enable the ‘accept with disclaimer and would like to proceed’.
  • Select Import then check the ‘accept license agreement’ checkbox.
  • Click on Import Now to start importing the module.