Last updated: 2025-12-02
Favorite Records
Favorite Records
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- Overview
Overview
To make certain frequently used records easier to access, SmartOffice
has an Add to My Favorites feature. You can add the following types of
records to your favorites:
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Tip: This feature is similar (but
unrelated) to the My Favorite User List on the [User
Preferences - Basic Info](/help/pro/user/preferences/-/basic/info) content link.
Adding a Favorite
There are two different ways to add a favorite, depending on the record
type.
From Within the Record
Some records (e.g., workflow templates)
button that you can select to add the
record to your favorites.
From the Menu Button
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Search for the record.
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In the list of search results, select one or more records.
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Select Menu > Add to My Favorites.
Note: If you have administrator rights,
the option Menu > Add to Office Favorites (All Users)
option is also available. Selecting this option adds the record to
the favorites of all users in the office.
Viewing Favorites
You can view favorites from a list or from a search.
From a List
Depending on the list, do one of the following:
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Select the Show My Favorites
option at the top of the list.
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From the drop-down list at the top of the list, select My Favorites.
From a Search
In a search dialog box, select the Show
My Favorite List option to limit the search to favorite records
only.
Deleting Favorites
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View your favorites as described in the previous section.
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Select one or more favorites.
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Select Menu > Remove from Favorites. If any of
the selected favorites were saved for all users in the office (see
SmartOffice asks you to confirm that you want to delete those favorites
for all users.
Select Yes to remove all of the selected
favorites, including those saved for all users. Select No
to remove only those favorites saved for your own user account.