Marking a product as Favorite

To mark a product as a favorite, follow the steps below.

  1. Click on the star icon next to the product to mark it as favorite.

  2. Click on the same icon again to remove that product from the favorites list. Enable the Show Favorites Only toggle switch to display products marked as favorites.

Important

Users can add Programs, Studies, Sites, Organizations and Contacts at a product level by accessing the Product Details screen.

To access the product details screen, follow the steps below.

  1. On the Products screen, click on the product name.

  2. On the Product Details screen, select the relevant links from the left-hand navigation menu.

Note: Refer to the relevant sections in this document to add programs, studies, sites, organizations and contacts within a product.