JoforceCRM Favorite List

JoforceCRM Favorites makes it easy for you to access important records easily from the header of your JoforceCRM.

View JoforceCRM Favorites records

  • In your JoforceCRM Header, click on the Heart icon which is added once you install the module.
Joforce-Favorites-deals-list-view

  • Click on it to view all your Favorite records.

  • The records are display as per priority that you configured in the records detail view.
Joforce-Favorites-view-favorite-list

Remove record from Favorite List

  • Tap the Heart icon in JoforceCRM Header.

  • For every record list, you can have the black filled heart icons.

  • Click on it to remove the record from your Favorite List.

Favorite record details

  • In the Favorite(Heart) icon, select the eye icon of the particular record to view its summary view.

  • You can view the record detail view directly from here by selecting any record in the Favorite List.