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 the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing debtor conversations that you want to mark as favorite.
  3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
  4. Click the List tab and highlight the debtor with the conversation that you want to mark as favorite.
  5. Click the Debtor conversation tab.
  6. Click Show the conversation options and select Favourite.
  7. If you want to unfavorite the conversation, click Show the conversation options and select Unfavourite.