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 star and remove star 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 orange.
How to remove the star from a contact
Deselect the orange star icon beside the contact name → the star icon will become white.
How to star and remove star in bulk
- Add Star
- Remove Star
Where to find your starred contacts
All starred contacts you've starred will be found under the Starred filter. You can find contacts you own or contacts that have a Next Action assigned to you in the Just me option of the filter, and 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 the Advanced Search. See here.
Note: The star icon for all starred contacts is orange.
How to find contacts starred by other users
Open the Advanced search and select Star → is selected by → select user → Run.
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.
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.
- Each user can star their own contact. This means that if you star a contact, the star will not be visible for any other user.
- Focused Users can only star and view contacts that they own as these are the only visible contacts for them.
- When you export contacts the starring will not be shown in the export file.