Favorites

Favorites provide shortcuts to pages and items you use often. They are personal to your account and workspace, with separate favorites for the team workspace and client portal.

Add and Open a Favorite

1. Open a page or item that offers a star or Favorite action.
2. Select the action to add it.
3. Use Favorites in the sidebar to return to it.
4. Select the action again to remove it.

Supported locations depend on the page and your access. Adding a favorite does not grant access to the underlying item.

Manage Your List

Use the star or Favorite action on the original page to remove a shortcut. Changes apply to your favorites rather than everyone else's sidebar.

If a saved item is removed or you lose access, open the relevant module directly to check its current availability. Use Archive & Recycle Bin for supported archived records.

Troubleshooting

• Favorite missing: Check that you are in the correct workspace and portal.
• Shortcut does not open: Confirm the item still exists and your role can access it.
• Change does not save: Refresh the page and try again while signed in.