Add detailed records to your Browse Menu. This is useful when trying to gain quick access to records from any App that you work with often.
Edition Qualifier: This feature is available in all Servis.ai editions.
User Permissions: No special permissions are required to use this feature.
Star Detail Records
Starring a record is quick and easy:
- Go to the record you want to star.
- On the detail page, click the star icon next to the record name.
- The record will be added to your menu for easy access anytime.
Once a record is starred, you can also use the search function to find it even faster.
Note: Starred records are visible at a user level, which means only you will see the records that you starred.