Managing Favorite Presentations
Users can indicate their favorite or most commonly used presentations by selecting the heart icon displayed over each presentation thumbnail in the media library. Presentations marked as favorites display in the Favorites tab of the media library. Users can deselect the heart icon to remove presentations from their favorites.
Who can use this feature?
- CRM Desktop (Windows), iPad, iPhone Users
- Users do not require an additional license
- End Users
Configuring Favorite Presentations
End Users
Ensure Configuring CLM is complete to use this functionality.
Using Favorite Presentations
End Users
Select the heart icon for a presentation to add it to the list of favorites.
Users can access all favorite presentations by selecting the Favorites tab.
To remove a presentation from the Favorites tab, select the heart icon on a presentation that was previously marked as a favorite.
When a user favorites a presentation, a content_preference__v record with the clm_presentation_favorite__v object type is created. When the favorite is removed, the corresponding content_preference__v record is deleted.
All content_preference__v records related to a presentation are deleted when the presentation is deleted.
