Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

How to manage favorite folders

You can add the most frequently used folders to the list of favorites.Both static and dynamic folders can be added to the list.

To add a folder to favorites, select it and click the btn_com_folder_favorite.png button (Fig. 1).

Fig. 1 Adding a folder to favorites

scr_folders_mark_as_favorite.png 

All added folders are displayed as subordinate to the “Favorite“ folder in the folder area. In addition, the favorite folders become available in the [Filter] menu (Fig. 2).

Fig. 2 Selecting the favorite folder in the [Filter] menu

scr_folders_menu_favorite.png 

See also

How to create a static folder

How to create a dynamic folder

Video tutorials

Creatio interface overview

 

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