Creating a favourite product list can be a fast and effective way to reference specific products that you are regularly selecting for your clients.
- This can be configured through Menu > Portfolio > Products
- By default, you will land on the Favourite Products page and see the option to "SELECT FAVOURITE PRODUCT" on the right-hand side.
You can then use the available filters to search by:
- Product Name
- Product Code (ASX/APIRISIN)
Simply select the products that you wish to include on your favourite list:
You will then be able to reference this product list when modelling inside of Client Manager moving forward or come back to edit the list to make adjustments to the products it contains.