Favorites Assignment
In addition to setting up favorites lists that can be viewed by all your end users, you can assign a list to specific end users. This page lets you assign favorites lists to the end user's account or to the department. This page also lets you delete favorite lists assigned to accounts and departments.
Note: This page lets you set filters to limit the information. For example, you can set a filter to only include accounts containing a specific number. To set a filter, click
to the right of the box and select a filter from the drop down box. For more details, see Filtering Information.
Click Global Settings and select Favorites Assignment. The Assign Favorites page opens.
Click the down arrow in the Assign Favorites List box and click the list to assign this end user.
Assign the list to the end user's account or to a department.
To assign the list to an account, click the To Account option. Click the down arrow and select the account number.
To assign the list to a department, click the To Department option. Click the down arrow in the To Account box and select the account that contains the department. When the correct department appears, click the department to highlight it.
Click Assign. The system displays the list you added in the Assigned Favorites List section of the page.
To delete a favorites list from an account or department, click
beside the list to delete. At the Delete Favorites Assignment prompt, click OK. The list is removed and no longer appears on the end user's site.
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