Set up Favorites Menu

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:28 PM by Erik Åkerlund

The Favorites menu hosts your favorite forms and shortcuts. Add your most commonly used menu items under this menu for easier and quicker navigation.
You can add menu items from all CRM Modules and you can select in which order they should be sorted.

Here's how it works:


  1. Go to Favorites
  2. Browse for your favorite menu items on the right hand side. When you have found your favorite, press Add and then Save.

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