Favorite Accounts

Contents
About
Marking Favorites
Viewing your Favorites List
Reporting

About

Each system user can now mark specific accounts as Favorite Accounts. This is a way to bookmark a few accounts for quick reference. The Favorite Accounts list is specific to each user, so each user can manage their own list of Favorites.

Marking Favorites

Accounts can be marked as a Favorite by navigating to the account detail page. The heart icon indicates whether the account is currently marked as a favorite. This account is currently not marked as a favorite:

Click the heart icon to mark the account as a favorite:

Viewing your Favorites List

Your Favorites List can be found by navigating to Account > Home/DashboardIn the To Do List, click the Favorite Accounts link.

Your Favorite Accounts list includes all accounts that you have marked as Favorites.

Reporting

Favorite Accounts can be used as both a search criterion and an output column in many account-based reports.

A second criterion, Favorite Account Owner, is also included. You may either select the dynamically-updated value Current System User, or you may name a specific system user. This criterion is useful for sharing reports with other system users or sharing the report publicly, as it allows you to specify whose favorites are being shown.

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