Mark as Favorite record
JoforceCRM Favorite lets you mark your record in Favorite list by either of these two ways.
Mark as Favorite from record List view
Navigate to any modules in JoforceCRM, for which you set up Favorite.
You can view the star icons found beside every record in the list view. This will show only if you enable Favorite for that particular module.
- Click on the star icon of any record. The record is now added to the Favorite list of JoforceCRM.
Mark as Favorite record from Detail view
Select any one allowed module record to view in Detail View.
- In the record detail view, select the five stars to mark the record as Favorite.
- You can make it as a four star record, three star or five star record. This is useful to view the records in JoforceCRM Header as per priority.