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.
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/Dashboard. In the To Do List, click the Favorite Accounts link.
Your Favorite Accounts list includes all accounts that you have marked as Favorites.
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.