What are Favourite Attributes
Favourite Attributes are collections of related attributes that can be assigned to records by users.
For example, if you recruit office workers, you could create a folder of favourite attributes called Office Skills containing all the office skills related attributes (see below). So instead of you having to open each master attribute folder and make your selection, all the attributes can be selected from within the one favourites folder.
To create a set of attribute favourites
Click Options and then click Manager.
Click General and then click Favourite Attribute Maintenance.
Click the
icon.Assign a name to the new favourite folder and add any notes.
Click Save.
Next, with the Favourite Name selected on the left of the screen, click Add ✚ on the Attributes section.
The Attribute Value Selection screen opens.
Select the Attribute Master, on the left of the screen. Associated Attributes are displayed in the centre.
Click on an attribute to select it (you can select multiple entries if required).
Click the
Arrow to add to the Selected Attributes column.Click Save.
Add attributes to a Record using a Favourite Attribute
(for Applicants, Clients, Contacts or Jobs).
Find the record you want.
Click the Attributes tab (if not visible, you may need to click the More tab first and select it).
Click the ✚ icon.
Select Add.
The Attributes window opens.
Select Favourites.
Select the Favourite Attribute in the left column.
All of the associated attributes appear in the middle column.
Use CTRL+Click to Select the attributes you want.
Click the
Arrow to add to the Selected Attributes column.Click Save.
Add the Favourite Attributes to a user group
Favourite attributes need to be assigned to a user group so that they can be used by users within that group.
Click Options and then click Accounts.
Click Groups.
Click the
icon.Create an appropriate group (e.g. Commercial Recruitment Group).
Click the
icon.On the Attribute Favourite List Groups section.
Click ✚ on the grey bar to add Attribute Favourite List Group.
Select the Favourite List Id from the drop down and click Save.
Now click the User Groups section and click ✚ on the grey bar to add Users to the group.