Manage Favorite Records

You can add entity records to your favourites for quick access in future sessions, including projects, contacts, and opportunities. Your favorite records can be accessed from the Favorites dashpart in the Personal Zone.

To add an entity record to your favorites, click on the record.

To remove an entity record from your favorites, navigate to the Personal Zone, and click in the Favorites dashpart to remove an item. You can also click on a record that you have added as a favorite to remove it as a favorite.