Favorite Customers

The Favorite Customers feature in Consultia provides quick access to your most important client relationships directly from the dashboard. This feature helps you stay focused on your key accounts and access critical information instantly.

Overview

Favorite Customers allows you to mark and organize your most important clients for quick access, providing a personalized view of your key business relationships.

Screenshot: Favorite customers section on the dashboard

Managing Favorite Customers

Adding Customers to Favorites

Mark customers as favorites for quick access:

Screenshot: Adding a customer to favorites

How to Add Favorites:

1. From Customer List: Click the star icon next to customer name
2. From Customer Details: Use the "Add to Favorites" button
3. From Dashboard: Use the "Add Favorite" quick action
4. Bulk Selection: Select multiple customers and add to favorites

Favorite Indicators:

• Star Icon: Filled star indicates favorite status
• Dashboard Display: Favorites appear in dashboard section
• Quick Access: Favorites accessible from multiple locations
• Priority Order: Favorites can be reordered by priority

Removing from Favorites

Remove customers from favorites when no longer needed:

Screenshot: Removing a customer from favorites

How to Remove Favorites:

1. From Customer List: Click the filled star to unfavorite
2. From Dashboard: Use the "Remove" option in favorite section
3. From Customer Details: Use the "Remove from Favorites" button
4. Bulk Removal: Select multiple favorites and remove

Favorite Customers Display

Dashboard Section

The favorite customers section on the dashboard provides quick access:

Screenshot: Favorite customers section on dashboard

Display Features:

• Customer Logos: Visual identification of customers
• Company Names: Clear company name display
• Contact Information: Quick access to key contacts
• Recent Activity: Latest updates and activities
• Quick Actions: Direct links to common actions

Customer Information Display

Each favorite customer shows key information:

Screenshot: Detailed customer information in favorites

Information Shown:

• Company Logo: Visual brand identification
• Company Name: Official company name
• Primary Contact: Main contact person
• Contact Details: Phone and email information
• Recent Activity: Latest updates and changes
• Status Indicators: Active projects, pending invoices, etc.

Quick Actions

Available Actions

Perform common actions directly from favorites:

Screenshot: Quick actions available for favorite customers

Common Actions:

• View Details: Open customer details page
• Send Email: Compose email to customer
• Create Invoice: Generate new invoice
• Schedule Meeting: Book meeting with customer
• Add Note: Add notes or comments
• View Projects: Access customer projects

Action Shortcuts

Keyboard shortcuts for faster access:

Screenshot: Keyboard shortcuts for favorite actions

Keyboard Shortcuts:

• Enter: Open customer details
• E: Send email to customer
• I: Create invoice
• M: Schedule meeting
• N: Add note
• P: View projects

Organization and Sorting

Favorite Order

Organize favorites in your preferred order:

Screenshot: Reordering favorite customers

Ordering Options:

• Drag and Drop: Drag to reorder favorites
• Priority Setting: Set priority levels
• Alphabetical: Sort by company name
• Recent Activity: Sort by recent activity
• Custom Order: Maintain custom order

Grouping Options

Group favorites by different criteria:

Screenshot: Grouping favorite customers

Grouping Criteria:

• Industry: Group by customer industry
• Location: Group by geographic location
• Account Size: Group by account value
• Relationship Type: Group by relationship type
• Activity Level: Group by activity frequency

Integration Features

Dashboard Integration

Favorites integrate with dashboard features:

Screenshot: Favorite customers integration with dashboard

Integration Features:

• Metrics Display: Show favorite customer metrics
• Activity Feed: Display favorite customer activities
• Quick Access: Direct access from dashboard
• Notifications: Alerts for favorite customer activities
• Reporting: Include favorites in reports

Calendar Integration

Favorites integrate with calendar events:

Screenshot: Favorite customers in calendar view

Calendar Features:

• Event Filtering: Filter events by favorite customers
• Quick Scheduling: Schedule events with favorites
• Meeting Reminders: Reminders for favorite customer meetings
• Activity Tracking: Track favorite customer activities
• Timeline View: View favorite customer timeline

Customization Options

Display Preferences

Customize how favorites are displayed:

Screenshot: Favorite display customization options

Display Options:

• Show/Hide Logos: Toggle company logo display
• Information Density: Control amount of information shown
• Layout Options: Choose layout style
• Color Themes: Customize color schemes
• Size Options: Adjust display size

Notification Settings

Configure notifications for favorite customers:

Screenshot: Favorite customer notification settings

Notification Types:

• Activity Alerts: Notify of customer activities
• Invoice Updates: Alert for invoice changes
• Payment Notifications: Notify of payment activities
• Meeting Reminders: Remind of upcoming meetings
• Project Updates: Alert for project changes

Best Practices

Favorite Management

Selection Criteria:

• Key Accounts: Mark your most important clients
• Active Relationships: Focus on currently active customers
• Strategic Value: Include strategically valuable customers
• Regular Review: Regularly review and update favorites
• Limit Numbers: Keep favorites manageable (10-15 max)

Organization Tips:

• Consistent Naming: Use consistent company name format
• Regular Updates: Keep favorite information current
• Priority Order: Order by importance or activity
• Clean Up: Remove inactive favorites
• Documentation: Document why customers are favorites

Workflow Integration

Daily Workflow:

• Morning Review: Review favorite customer activities
• Priority Focus: Focus on favorite customer tasks
• Quick Access: Use favorites for quick information access
• Follow-up Tracking: Track follow-up actions
• Relationship Building: Use favorites for relationship management

Team Collaboration:

• Shared Favorites: Share favorite lists with team
• Team Notifications: Set up team notifications
• Collaborative Actions: Coordinate actions on favorites
• Knowledge Sharing: Share favorite customer insights
• Best Practices: Share favorite management practices

Troubleshooting

Common Issues

Display Problems:

• Missing Favorites: Check favorite status
• Wrong Information: Verify customer data
• Display Issues: Check display settings
• Loading Problems: Refresh page or clear cache
• Sync Issues: Check synchronization status

Action Problems:

• Action Failures: Check user permissions
• Email Issues: Verify email configuration
• Invoice Problems: Check invoice settings
• Meeting Issues: Verify calendar integration
• Note Problems: Check note permissions

Performance Issues

Slow Loading:

• Reduce Favorites: Limit number of favorites
• Optimize Display: Use simpler display options
• Clear Cache: Clear browser cache
• Check Network: Verify internet connection
• Update Browser: Update to latest browser version

Next Steps

1. Customer Management: Learn about Customer Details
2. Quick Actions: Set up Dashboard Quick Actions
3. Notifications: Configure Customer Notifications
4. Reporting: Generate Customer Reports

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Last updated: January 15, 2025 at 15:00 UTC

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