Modifying a Customer's Favourites List

The following describes how to make changes to one or more favourite links belonging to a Customer, affecting how those links appear on the Customer's Admin portal home page.

Implementation

1. Access the Favourites list for the intended Customer.
   How do I access favourites for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Favourites / Extra menu Links hyperlink.

2. Locate an intended favourite, and use the various fields to make changes as needed.

   By default, all favourite links will load their target in the active tab. If you'd prefer this not to happen, tick the Open in New Tab / Window check box.

3. Click Save to confirm your changes.

Further Reading

• Adding a Favourite
• Previewing a Customer's Favourites List
• Removing a Favourite