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Favorites This Help File Page was last Modified on 09/18/2013 |
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Favorites This Help File Page was last Modified on 09/18/2013 |
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Favorites
This Help File Page was last Modified on 09/18/2013
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Favorites This Help File Page was last Modified on 09/18/2013 |
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Favorites This Help File Page was last Modified on 09/18/2013 |
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| □ | Favorites - To create Favorites which can then be selected using the Main Menu's Favorites option to instantly display a record: |
| • | On either the Subscribers, Prospects, and Vendor Information Forms: |
| • | Click the Favorites button to assign the current record favorites status |
| • | This inserts this record into the Favorites Menu as an option. |
| • | Once a Favorite record is set: |
| • | From the Main Menu, you may immediately access a specifically defined Favorite record as follows. |
| a. | Select the Favorites option on the Main Menu. |
| b. | Click on the desired Record Type. |
| c. | A Sub-Menu will be displayed, listing all of your current Favorites for this Record Type. |
| d. | Click the desired record and that Form will be opened, displaying the selected record. |
| • | From either the Subscribers, Prospects, or Vendor Information Forms: |
| a. | Click the Favorites button's down arrow ‚ (as illustrated above), |
| b. | Select the specific record from the Favorites list. |
| c. | That record will be displayed. |
| • | To Remove a Favorite record: |
| a. | Click the Favorites button on the record you no longer want as one of your Favorites. |
| b. | The favorites status will be removed from the Favorites Menu's option). |