Working with Favorites (or following a record)

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Working with Favorites (or following a record)

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You can tag contacts, organisations, activities and virtually any other record in Sugar as a favorite.

 

Making a record your favorite

 

Make a contact or other type of record (organisation, client ID, activity) your favorite by clicking on star which appears to the left of the name in list view. You can also click the star on the individual record view.

 

 

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Tagging a contact as your favorite only impacts your account. (You cannot tag contacts as favorites for any other user and any contacts you tag won't be tagged for anyone else.)

 

 

What do favorites do?

 

Records which are tagged as your favorites:

 

Can be easily located via filter search.

 

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Appear when you hover over a module menu:

 

 

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