Adding Contact Favorites in ATLAS Firma Follow

Pre-requisites: Okta account
    Topics Covered
  • Adding Contact Favorites
  • Editing and Deleting Favorites
    Target Users
  • All Users
    Required Permissions
  • Okta  

mceclip6.png

Select ‘My Profile’ from the top bar.  

mceclip8.png

 

To add a frequently used contact as a "favorite" to the Contact Favorite list, click ‘Add New.’

mceclip0.png

A pop-up window will appear with the option to search the Okta database for other users.  Type the name of a contact in the ‘Search Criteria’ bar and click ‘Refine Search.’  A list of Okta users will populate.  Find the correct contact and click ‘Select.’

mceclip1.png

mceclip5.png

The user is now visible under the list of Contact Favorites.

mceclip6.png

 

mceclip7.png

Deleting and editing a Favorite Contact is simple.  To remove a Favorite, click the 'Delete' icon (mceclip9.png).  To edit the display name and/or email of a Favorite Contact, click the 'Edit' icon (mceclip8.png).

mceclip10.png

Was this article helpful?
0 out of 0 found this helpful
Return to top

Comments

0 comments

Please sign in to leave a comment.