Friday, August 26, 2011

HEAT – Using the Favorites Tab in the Info Center

Use the InfoCenter Favorites tab to quickly access the Call Records, Call or Customer Groups, AutoTasks, files, or Internet links you frequently use. Favorites can be organized into folders.

Available Functions

Right-click on the Favorites tab to add favorites, organize favorites (including adding folders, moving, renaming, and deleting favorites or folders).

To Add Favorites

  1. The Favorites tab is initially empty. Right-click and select Add to Favorites. The Add a Favorite dialog box opens. 
  2. Type a name for the favorite. 
  3. In the Create in field, specify a folder or click New Folder to create a folder. 
  4. Select the type
  5. Type a description (optional). 
  6. Click Add.

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