Favourite matters, clients and contacts

You can mark Matters, Clients and Contacts as a favourite. Favourite items are denoted with a gold star in the details for the item, and will be listed on the Favourites pane that you can choose to include on My Home Page.

The favourites gold star also to the right of the matter reference in screens such as Accounts Enquiry, Time Recording. Clicking on the star displays a drop-down with two tabs, one displays a list of your favourites and the other displays a list of your recent matters.  

Adding to your favourites

1. In Matter details, Client details or General contact details, from the Actions menu select Add to Favourites.
2. The item is added to your favourites and a gold star appears by the Ref.

Removing matters from your favourites

1. In Matter details, Client details or General contact details, from the Actions menu select Remove from Favourites.
2. The item is no longer one of your favourites and the gold star is removed.