Manage Your Favorites

Manage Your Favorites

Managing Favorites on the Dashboard

The  Favorites feature enables users to access their most-used features, forms, and manuals directly from the dashboard. Each user can customize their own Favorites, though some default Favorites may be set by the organization.


How can I manage my Favorites?

  1. From the main dashboard, Click  Configure.
  2. Select the items you want to appear in your  Favorites by clicking Add next to each item.
  3. To customize further, reorder or delete items in the Customization area.
  4. Once you've finished, click Done to save your  Favorites.

 

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