Favorite products, contacts, organizations, opportunities, and other items throughout your Current RMS system to add them to one easy-to-access screen.
You can find favorites throughout Current RMS, they’re a great way to highlight anything that’s frequently used or important to you.
Different records are likely to be important to different users, so each user on your system has their own list of favorites.
What can I favorite?
You can add these types of data to your favorites:
- User accounts
- Invoices & credits
Add to your favorites
To add favorites, click on the little heart icon that you’ll see next to items throughout Current RMS. The heart will turn red when it’s an active favorite.
When you click into an item that can be favourited, the heart icon also appears at the top of the page next to the edit, delete, and back buttons.
View your favorites
For admin accounts
If you’re an administrator user, you can find your favorites by clicking on your profile picture at the top-right and choosing Favorites from the menu.
Non-administrators do not have access to Reports. The Favorites link appears on the menu bar in its place.
Access favorites through the picker
Quickly view a list of your favourite products straight from the picker by clicking the Favorites button at the bottom, handy for gear that you might always add to a job.