Retrieve a Favorite List

Updated 3 years ago by Celina Kwan

You can quickly retrieve an existing Favorite List and replace the current list of entries with the entries in the Favorite List. If the Favorite List has a column setup associated with it, the column setup is automatically displayed when the Favorite List is retrieved.

You can retrieve Favorite Lists from the Address Book, Customer Service, and Opportunities pages.

  1. Select View > Favorite Lists.

– or –

Select View > Recent Favorite Lists, and select a Favorite List that you have recently accessed.

  1. If necessary, from the Show drop-down list, select My Favorite Lists or All Favorite Lists to change the list of Favorite Lists displayed.

Click Add to Icon Bar for Quick Access to add the selected Favorite List to your Quick Access toolbar.

  1. Select the Favorite List, and click Retrieve.

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