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Favorites Dashboard Cards

Paige Freeman
  • Updated

There are several cards that can be added to the dashboard that display data you have favorited. These cards include:

The number of favorites allowed in the respective cards for Constituents, Meetings, and Products is determined by the Option 1/No. of Favorite Items value for the codes within the ORD FAVORITE_TYPE system type. Our best practice recommendation is to limit the number of favorites to a maximum of 25 to reduce impact on performance.

Adding Favorites

Adding favorites to the different favorites cards is the same for each card. The below workflow can be completed on each of the cards to add favorites.

You can also add a customer, meeting, or product to your favorites using the Actions menu on the customer profile, meeting setup, and/or product setup, respectively.

To add favorite constituents:

  1. From the Favorite Constituents card, select the gear icon in the upper right of the card, then select Edit Data.
    The Edit My Favorite Constituents screen displays.
  2. From the Constituent field, enter the constituent's name and click the magnifying glass icon to search for the constituent you would like to add. Alternatively, click the Full Constituents Search link to open an advanced search.
  3. Once you have selected the constituent you would like to add, click the Add button.
  4. Continue adding constituents if desired. Use the up and down arrows to the left of the grid to reorder your added constituents, then click Save.
  5. The added constituents now display in the Favorite Constituents card.

Favorite Constituents

Added favorite constituents display in the Favorite Constituents card. From the additional options menu, you can Add New Contact Tracking, Add New Order, or Add New Donation for the corresponding constituent.

Favorite Meetings / Favorite Programs

Added favorite meeting products display in the Favorite Meetings card for Association clients, and favorite program products display in the Favorite Programs card for YMCA and JCC clients. From the additional options menu, you can Add New Order for the corresponding product.

Favorite Products

Added favorite products display in the Favorite Products card. You can select the checkboxes next to products and click Create Order to create a new order directly from the card.

You can select the hyperlinked product name to open the Product Summary. 

Favorite Reports

Added favorite reports display in the Favorite Reports card.

You can perform the following actions from the Favorite Reports card:

  • Clicking the gear icon in the grid will open the report to the Report Submission screen, where you can edit the parameters and then run the report
  • Clicking the preview icon, if available, displays a sample of what the report looks like once it has been run

See also: Adding Reports to your Favorites