Favorites

CTMS has the ability for a user to denote a record as a favorite. Users now have the ability to define a record as a personal favorite within the CTMS or via myTI, and have the indication displayed within both applications.

The ability to designate a record as a favorite provides users with the ability to quickly locate items within lists without having to create specific “filtered” views. Favorites can be used when sorting lists to reduce the number of relevant records displayed.

The user can select the following fields as favorites:

• Sponsors
• Programs
• Products
• Studies
• Organizations
• Contacts and
• Activities Library

Click the star icon to turn it yellow. The selected field is added to favorites with a notification displayed in the top right corner. Refer to the screenshots below.