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GUIDES & REFERENCE

Favorites

Per-user favorite menu shortcuts stored server-side.

Updated

Favorites are per-user shortcuts to menu destinations. Star a supported menu item to add it to your favorites bar. The shortcuts are stored server-side, so they follow you across browsers and devices.

Using favorites

  • Click ☆ next to a menu item to save it.
  • Click ★ to remove it.
  • In CalOps and standalone shells, your favorites appear in the hero bar near Home.

What you can favorite

Current menu keys include events, users, timesheets, customers, messages, lawn-care, quotes, tent-squaring, layouts, website-builder, inventory, print-sheets, analytics, timeclock, settings, documents, and notes.

Notes

  • Favorites are per-user.
  • If a menu item is hidden by profile or permissions, its favorite shortcut will not appear.
  • The favorites list comes from the same account record every time, so changing browsers does not clear it.
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