Purpose
The Favorites module allows users to bookmark records for easy, fast reference and navigation across different modules in TRUE.
Main View
The main view of the Favorites module displays a list of all records that a user has marked as favorites.
Accessing Favorites
- Select the lightning bolt icon
- Choose "Favorites" from the dropdown menu
List Features
- Displays all favorited records across various modules
- Selecting any record in the list navigates directly to that record in its respective module
How To Use
Adding a Favorite
- Navigate to the specific module containing the desired record
- Locate the record in the module's list view
- Select the hamburger icon "≡" for the record
- Choose "Add Favorite" from the dropdown menu
Indicator
- A yellow star will appear next to the hamburger icon for favorited records
- The record will now appear in the Favorites list under the lightning bolt icon
Removing a Favorite
- Navigate to the specific module containing the favorited record
- Locate the record in the module's list view
- Select the hamburger icon "≡" for the record
- Choose "Remove Favorite" from the dropdown menu
Common Workflow Questions
- How do I quickly access my favorite records across different modules?
- Can I favorite records from any module in TRUE?
- Is there a limit to how many records I can add to my Favorites?
- Are my Favorites visible to other users?
- How can I organize or sort my Favorites list?