Favorites in SuperOffice CRM
The Favorites function provides easy access to your favorite records, such as companies, contacts, sales, selections, projects, documents, requests, and mailings. This guide will help you understand how to use favorites effectively, from adding records to managing and removing them.
Add record as a favorite
To add a record to favorites, click the star icon (
) on the relevant card, tab, or dialog. The star turns yellow, and the record is instantly added to your favorites. You do not have to click Save.
In lists (such as the section tabs and Find results), you can also right-click a record and select Add to favorites in the menu.
Now you can quickly access the record by selecting 
from the Navigator menu. Favorites are also available in the side panel.
Accessing your favorites
From the Navigator
Click the word Company, Contact, Sale, Project, Requests, or Selection in Navigator.
Click
.Select the record you want to view.
In the side panel
Click the chevron icon next to the side panel's name to open the list.
Select My favorites.
Optionally, click the checkbox at the bottom of the side panel to show only one type of favorites. For example, if the Sale screen is open, click Sales only to show only favorite sales.
Tip
Hover over a favorite to see more details.
Remove record from the Favorites list
Open the record.
Click the favorites icon (
) in the header. The icon changes back to the default, indicating that the record is no longer a favorite.
Additional tips
Add multiple records as favorites: You can select multiple items in a list by holding down Ctrl (Cmd on Mac) and clicking each item, then right-click and select Add to my favorites.
Using favorites for quick navigation: Favorites are especially useful for quickly accessing frequently used records without needing to search for them every time.