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Favorites Toolbar Setup - Knowledgebase / SalesPad / Setup - Cavallo Technical Support

Favorites Toolbar Setup

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Overview

The Favorites toolbar allows users to place the most accessed modules in one convenient location. It is fully customizable and unique to each user.

Usage

To add a module to the Favorites toolbar (below the Ribbon, visible when the Ribbon is minimized), right-­-click on the tab of an open module and select Favorite:

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Right-­-click and select Favorite again to remove a module from the Favorites toolbar (A check mark indicates that the module is part of the Favorites toolbar).

Note: You must open the module you want to add to /remove from the Favorites toolbar

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