Access your favorites list from any screen in TRUE:

1. Click the lightning bolt icon at the top of any page
2. Select Favorites from the dropdown menu
3. View all records you have marked as favorites

1. Navigate to the specific module containing the desired record
2. Locate the record in the module's list view
3. Click the hamburger icon ≡ for the record
4. Select Add Favorite from the dropdown menu

Once a record is favorited:

• A yellow star appears next to the hamburger icon for favorited records
• The record now appears in the Favorites list under the lightning bolt icon

1. Navigate to the specific module containing the favorited record
2. Locate the record in the module's list view (identified by the yellow star)
3. Click the hamburger icon ≡ for the record
4. Select Remove Favorite from the dropdown menu

1. Click the lightning bolt icon at the top of any screen
2. Select Favorites from the dropdown menu
3. Click on any record to navigate directly to it in its module

Yes, you can favorite records from most modules in TRUE that support the hamburger menu actions. This includes:

• Leads, Contacts, and Clients
• Contracts, Jobs, and Quotes
• Purchase Orders, Bills, and Materials
• Personnel, Assets, and more

There is no hard limit on the number of favorites you can save. However, for optimal usability, it's recommended to keep your favorites list manageable by only including records you access frequently.

No, favorites are user-specific. Each user maintains their own personal favorites list that is not visible to other users. Other users can favorite the same records, but their favorites lists are completely separate from yours.

The Favorites list displays records in the order they were added. While there is no built-in sorting or categorization feature, you can manage your list by:

• Removing favorites you no longer need frequent access to
• Using the Assigned quick action for records assigned to you
• Using module-specific filters and saved searches for complex navigation needs