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.
Joforce-Favorites-mark-as-favorite-record-detail-view
  • 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.