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	<title>favourite Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency</title>
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		<title>Mark Form as Favorite and Filters</title>
		<link>https://www.insuredmine.com/knowledge-base/mark-form-as-favorite-and-filters/</link>
		
		<dc:creator><![CDATA[Anjali Kapadia]]></dc:creator>
		<pubDate>Sat, 23 Sep 2023 07:55:16 +0000</pubDate>
				<guid isPermaLink="false">https://www.insuredmine.com/?post_type=knowledgebase&#038;p=22455</guid>

					<description><![CDATA[<p>Now you can mark a form as favorite and filter all your favorite forms from the form list.   Note: This feature will work separately for My Forms and Agent Forms. However, if there is any form marked favorite under the My Form list that has been shared by any other agent or by the [&#8230;]</p>
<p>The post <a href="https://www.insuredmine.com/knowledge-base/mark-form-as-favorite-and-filters/">Mark Form as Favorite and Filters</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}</style>				<p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Now you can mark a form as favorite and filter all your favorite forms from the form list.</span></p><p><b id="docs-internal-guid-0b9900c5-7fff-5a45-a18d-8f902690518d" style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: bold; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Note:</span><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"> This feature will work separately for My Forms and Agent Forms.</span></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">However, if there is any form marked favorite under the My Form list that has been shared by any other agent or by the logged-in agent, then that form will also be available under favorites in the Agent Form section.</span></p><p><b style="font-weight: normal;"> </b></p><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To view the enhancement:</span></p><ul style="margin-top: 0; margin-bottom: 0; padding-inline-start: 48px;"><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Navigate to Forms</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To mark a form as favorite, click the star icon</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">To filter the Favorite Forms click the star icon beside Form List</span></p></li><li dir="ltr" style="list-style-type: disc; font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre;" aria-level="1"><p dir="ltr" style="line-height: 1.38; margin-top: 0pt; margin-bottom: 0pt;" role="presentation"><span style="font-size: 11pt; font-family: Poppins,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Slide the toggle bar on the top right to view My Forms or Agent Forms</span></p></li></ul><p> </p><p><b style="font-weight: normal;"> <img fetchpriority="high" decoding="async" class="alignnone size-full wp-image-24159" src="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt.png" alt="" width="1920" height="898" srcset="https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt.png 1920w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt-600x281.png 600w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt.png 300w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt.png 1024w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt.png 768w, https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2022/12/05150832/hyt.png 1536w" sizes="(max-width: 1920px) 100vw, 1920px" /></b></p>						</div>
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		<p>The post <a href="https://www.insuredmine.com/knowledge-base/mark-form-as-favorite-and-filters/">Mark Form as Favorite and Filters</a> appeared first on <a href="https://www.insuredmine.com">InsuredMine CRM | Optimize and Grow Your Insurance Agency</a>.</p>
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