How to star a contact in OnePageCRM

In OnePageCRM, if you have contacts that are of high priority, you have the option to star them. Your starred contacts can be accessed by all users from the Star filter on the menu on the left-hand side of your Action Stream/Contacts tab.

In this article:
How to star a contact	How to remove the star from a contact
How to add/remove a star from your contacts in bulk	Where to find your starred contacts
How to find contacts starred by other users

How to star a contact

Click on the star icon beside the contact name → the star icon will become yellow.

OnePageCRM | The star next to the contacts name has been highlighted with an orange square box on the Action Stream and Contact profile.

Note: This update can be performed on the Action Stream page, Contacts page, and Contact profile directly.

How to remove the star from a contact

Deselect the yellow star icon beside the contact name → the star icon will become white.

OnePageCRM | The star next to the contacts name has been highlighted with an orange square box on the Action Stream and Contact profile.

Note: This update can be performed on the Action Stream page, Contacts page, and Contact profile directly.

How to add/remove a star from your contacts in bulk

Select the appropriate contacts or organizations from any list view within the CRM → in the bulk update menu at the top, select the 3-dots menu.

Add Star - Will add a star to all selected contacts, if there is currently no Star assigned.

Action Stream | select appropriate contact | in the bulk update menu, click on the 3-dots menu | select Add star

Remove Star - Will remove the star from all selected contacts, if there is currently a Star assigned.

Action Stream | select appropriate contact | in the bulk update menu, click on the 3-dots menu | select Remove star

Where to find your starred contacts

All starred contacts can be found under the Starred filter on the Action Stream or Contacts page.

OnePageCRM | Starred filter selected from the Action Stream page, shows a list of contacts that are starred within the CRM.

Notes:

The star icon for all starred contacts is yellow.
You can filter this list of contacts by Just me or by All.

The Just me option shows you contacts you own or contacts that have a Next Action assigned to you.
The All option will show you all contacts you've starred, regardless of whether you own the contact or have a Next Action assigned to you.

The Starred filter will only show you contacts you've starred. To find contacts that other users have starred, you will have to use Advanced Search. See here.

How to find contacts starred by other users

Open the Filter search and select Star → is selected by → select user from the dropdown → hit Run.

OnePageCRM | Custom Filter search window is opened and shows the criteria for this search.

Note: You can also run an Advanced search for contacts not starred by a user. To do this, you must choose the option "is not selected by" in the Advanced Search.

OnePageCRM | Custom Filter search window is opened and shows the criteria for this search.

You can type a name for the Advanced search to save it as a filter for later use in the "Save search as a filter" field.

OnePageCRM | Custom Filter search window is opened and shows the criteria for this search. Additionally, a name has been added to this filter to save it for later.

Notes:

Each user can star their own contacts. This means that if you star a contact, the star will not be visible to any other user.
Focused Users can only star and view contacts that they own, as these are the only visible contacts for them.
When exporting contacts, the export file will not include which contacts have been starred in the CRM.