Mark Debtor Conversations as Favorite

Use the Debtor Conversation tab under the Debtor List submodule to mark conversations with selected debtors as favorite.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To mark a debtor conversation as favorite:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains debtor conversations that you want to mark as favorite.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has the conversation that you want to mark as favorite.
5. Click the Debtor Conversation tab.
6. Click Show the Conversation Options and select Favorite.
7. If you want to unfavorite the conversation, click Show the Conversation Options and select Unfavorite.