Saving List Proposals as Favorites

You can filter contents appearing in lists when completing page details, by adding some of them as favorites.

When completing page contents, you may have to browse through large default lists. In order to only show contents relevant to your activity, you can limit the choices by adding some contents as favorites. This way, it will save you time for future operations.

As an example, in this topic we filter a list of templates that are suggested when creating a new customer. We add as favorites the templates that correspond to our sales office.

  1. When displaying a list of proposals, click Find to display the list details.

  2. Click Add to Favorites heart button in front of the choices you want to keep, then click Favorites in the toolbar to save them.
  3. When coming back to the form field, the items saved as favorites appear first in the list. Click the heart button at the top of the list to only show your favorites.