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Frequently Asked Questions aero-right Records aero-right What is the favorite fields section for?

What is the favorite fields section for?

Records Updated on February 22, 2019

We understand that all organizations are different from each other and therefore their needs will be different too, with our CRM you can customize and personalize the favorite fields in your account.  Let’s say you have a hair salon and you want to keep track of how often your clients come in and the services they get. By customizing the favorite fields, you can decide to show only the fields that give you that exact information.

To learn how to customize the Favorite Fields in your account see steps below.

  1. Login to your Benchmark CRM account.
  2. From the left navigation, select the module you want to access. We used Contacts for this example.
  3. Select any of the records for the module page by clicking on the name of the record.
  4. On the record details page, you will notice a small arrow next to each field label.
  5. Click on the small arrow  to select from all the active fields.
  6. You can always edit the details of each field by clicking on the small pencil icon  .
  7. You can select up to 12 favorite fields to be shown in the top block.

  8. To access all the fields, click on the Details option just below.
  9. You can also edit all of the fields by using the Edit All button.

Note: The selected favorite fields settings will be saved automatically for all the records of a particular module.

If you still need further assistance, please make sure you contact our support team.

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