As an Apricot administrator, you're likely responsible for navigating a vast amount of data on a daily basis. The Favorite Lists feature allows you to save and quickly access groups of records that you use most frequently, helping you stay organized and efficient.

For example, you can instantly pull up a list of your top 20 high-priority clients, or view the latest service delivery data for a specific program without having to re-run a complex search query to identify these records each time you need them.

Follow the steps below to learn how to create and manage Favorite Lists in your database.

In the "My Apricot" tab, expand the Search Records category of the navigation bar and select a Tier 1 form name. On the following Record Search page, you'll find a Favorite Lists section to the right. Click the dropdown to view any existing Favorite Lists in your database.

Select "[Create New]" from the Favorite Lists dropdown to open the "Favorite Properties" pop-up window. Name the new Favorite List something you can easily identify.

Note: Do not use an apostrophe in the name, as it may cause errors (like the inability to delete the list until you rename it without an apostrophe).

Checking the "Global" box under the name will create a Global Favorite List, which will be available not only to you but for other users to view and potentially delete. They are differentiated from standard Favorite Lists by an asterisk (*).

Click "Save" to close the pop-up, then add records to your Favorite List by clicking the gray star icons in the Add column.

Select an existing list from the Favorite List dropdown to edit the list and display the "Favorite Details" section underneath it. Expanding this section will show all the records previously added to the list; click the green text of the Tier 1 record name to navigate to their Document Folder. The gear icon next to the section name also lets you rename the Favorite List.

You can click the gray stars to add more records to the list or click a yellow star to remove the record from the list. These changes are saved automatically with your selections.

You can also add an individual record to a Favorite List after saving a new or existing record. The "Favorites" palette will appear at the bottom-right of the page for you to select one or multiple Favorite Lists you want to add the record to.

Click "Set Favorites" once you've made your selections and you'll see a confirmation message on the page.

You can delete a Favorite List by selecting it from the Favorite Lists dropdown on a Record Search page and clicking the gear icon in the Favorite Details palette. Select "Delete" in the pop-up window and refresh your browser tab to see the list removed from the page.
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Note: To delete a non-global Favorite List a Standard User created, Administrators will need to switch to the Standard User view. Standard Users can only delete their own non-global Favorite Lists and any Global Favorite List.