Previewing a Customer's Favourites List

The following describes how to preview the appearance and behaviour of all favourite links belonging to a Customer, letting you see how the list appears to that Customer.

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. Click the Preview hyperlink at the bottom of the page. This will open a new page, divided into sections representing the various categories assigned to the favourites. Each favourite is represented by the image assigned to it, alongside the assigned description. Clicking any favourite will load the corresponding target according to the settings applied to it.
3. From here, you can either:
   • Click Edit to access and modify the favourite settings for the Customer.
   • Click Back to return to the Customer Resources page.

Further Reading

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