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.
Click on it to view all your Favorite records.
- The records are display as per priority that you configured in the records detail view.
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.