Viewing a Contact’s Favorites
Posted by Gary Bild on 23 September 2014 02:28 PM

Viewing a Contact’s Favorites

To view the list of favorites (or possibilities, or rejects) that a contact has selected without accessing their client connect site, first click on Contacts > View/Manage Contacts.

Next, locate the contact you wish to view and look for the Favorite, Possible, or Rejected columns. If the contact has made selections from their Client Connect site, a count will appear reflecting what they’ve selected.


For a PDF with screenshots

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