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Favorites

Favorites are a way for each user to store and organize top level record types (companies, contacts, projects, service agreements, serviceable items, service tickets, help desk incidents and assets) that are used often so they do not have to search for them every time.  Once added to favorites, users can double click, right click or drag and drop the records in accordance with what function they want to perform. You can make folders within the favorites tree just like you would do with file folders on your hard drive and place favorites directly into these folder. 

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Temp Docs

Temp Docs is a place you can store, edit and share documents with other e-manage users before attaching them to a Top Level Record or to My Company Documents.

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