Create a Favorite List

Updated 3 years ago by Celina Kwan

Favorite Lists keep track of lists of Address Book entries, Opportunities, and Customer Service cases.

You can quickly create a new Favorite List from a list of entries in the Address Book, Opportunities, or Customer Service page. While creating the Favorite List, you can select a column setup to display automatically when the Favorite List is retrieved.

  1. Create a list of the entries you want saved in the Favorite List.

– or –

From the current list, select the entries to save in the Favorite List.

  • Click the checkbox to the left of entries.
  1. Select View > Favorite Lists.
  • The Favorite Lists dialog box opens displaying all existing Favorite Lists.
  1. Click Add.

  • The Add Favorite List dialog box opens.
  1. Specify the properties of the Favorite List.
  • In the Full Access and Read Access fields, select a Maximizer user or security group with access to the Favorite List.
If you select Public, all users can modify or retrieve the Favorite List. If you select a group or user, only members of that group or that particular user can perform these actions.
  • In the Associated Column Setup area, select an existing column setup to display when the Favorite List is retrieved.
To select a column setup created by another user, you may first need to select Show All Column Setups at the top of the drop-down list.
  1. Click OK.

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