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.
- 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
- Select View Favorite Lists.
- The Favorite Lists dialog box opens displaying all existing Favorite Lists; Click Add.
- The Add Favorite List dialog box opens.
- 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.
- Click OK.