Follow the steps below to add and organize favorite sections on a contact’s Details page so key information appears together at the top.
Before you start
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You must be viewing a contact’s Contact Details page (sometimes labeled All Details)
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Favorites are available to all CRM users
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This feature applies only to the Contact Details page, not the Contact Record page
Step 1: Open a contact’s Details page
Most people start on the EveryAction Home Page.
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On the left-hand menu, click:
Contacts → Quick Look Up -
Select the contact you want to view, then open the Contact Details page (sometimes labeled All Details).
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If you don’t see Quick Look Up:
Use Search for a contact in the upper right-hand corner of the homepage and type the contact’s name.
Step 2: Add a section to Favorites
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Find the page section you want to keep at the top of the page.
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Click the star icon next to the section name.
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The section moves into the Favorites area at the top of the Contact Details page.
Step 3: Reorder favorite sections
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In the Favorites area, locate the section you want to move.
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Use the drag and drop handle to change the order.
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Release the section when it is in the position you want.
Step 4: Review the page layout
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All favorited sections appear together in the Favorites area at the top of the page.
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All other sections remain alphabetized below Favorites.
Good to know
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You can favorite any number of sections
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Favorited sections keep their expanded or collapsed state when you return to the page
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If you remove a section from Favorites, it returns to the alphabetized list