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Create Favorites and Save Filters to Efficiently Navigate Commonly Used Screens

To create a favorite, select a screen. Some screens cannot be saved as a “Favorite” but can be saved in the left hand navigation bar, “Quick Links.”

  1. Open your desired screen. If needed, set what filters would be helpful for future searches
  2. Click on the “Star with the +” button

3. Customize your title of Favorite Filter Name

4. Next time, you can find your favorites by click on the “Star” in the top header and a dropdown of your “Favorites” will be available.

There are some screens that cannot be saved as a “Favorite.” We recommend create a Quicklinks in your left-hand navigator. To create easily accessible QuickLinks, follow these instructions: Making a QuickLink