Create a favourites list

A short favourites list for all entity types can also be created in the recently used section of Actis. Each time you open a record in CRM, a link is created back to that record. Links for the last 10 entity records opened can be pinned to create a favourites list that can be accessed again and again.

1. From the slide out menu select Home, Recently Used
2. Click on the icon to select the entity
3. Click the Pin button associated with each record to fix the item to the recently used list.
4. Each time you want to access the record again, return to the Recently Used list and the pinned items will remain
5. Click on the record link to open it
6. To remove the record from the list, click the Pin button again