Use the InfoCenter Favorites tab to quickly access the HEAT CallLogging information you use frequently – eg AutoTasks, Call Records, and even internet links –
On the drop down menu option, in HEAT Call Logging, click on View > Info Center > Show Favorites. The favorites tab is initially empty.
You can organize the content of the favorites tab by creating folders.
In the Favorites tab, right click > you will have the option to either create a new folder or “Add to favorites” click on Add to Favorites.
Click on the “type” to select the type of favorite you want to add – eg AutoTask or frequently used call group, select from the options available. Once you have made your selection > click on Add. You now have a new entry listed in your favorites for future use.