Within the portal, you have the possibility of filtering the companies on which you intervene thanks to the favorites. Once favorited, it will be possible to manage the administration of the folder, to find it in the other applications of the portal, to have access to the messages, tasks and activity log of the folder and also the possibility of putting the folder in VIP.
Companies can be favorited:
Individually
In bulk with subscription to an agency
In bulk rom another practitioner of your agency (in case of replacement of an employee, or the arrival of a new employee in the agency)
Adding a company to your favourites
Go to the "Administration" part of the portal and then to the "Companies"
section
Uncheck the "Favourites"
option in the top right-hand corner to display all your folders, including those that are not yet in favourites.
Select the desired folder
Then click on "Add to your favourites" and confirm the action, or click on
By default, you will be "visible" on the folder. This means that client accounts will be able to see you in the list of practitioner of the folder, and will be able to send you a message via the Fulll messenger.
If you don't wish to be visible, check the "Do not show my presence in the user list" option before confirming the favouriting.
Adding an agency's or a practitioner's companies to your favourites
Go to the "Administration" part of the portal and then to the "Companies" section.
Click on the "Manage Favourites" button at the top right
Subscribe to an agency
This feature allows the subscription to an agency. Once subscribed, each time a company is created in the agency, it is automatically added to the favorites.
It is also possible to add in bulk all the existing companies in the agency.
In the section "Subscribe", click on "To an agency"
In the list, activate the option via the switch
The number of existing companies is displayed. Select this option to add in bulk the companies.
Click on "Confirm" to validate the favouriting.
By default, you will be "visible" on the folders that have been added as favourites. This means that client accounts will be able to see you in the list of practitioner of the folder, and will be able to send you a message via the Fulll messenger.
If you do not want to be visible, check the option "Do not show my presence in the list of users" before confirming the favouriting.
Add in bulk the companies of a practitioner
This feature allow to add in bulk all the companies of a practitioner to the favourites.
In the section "Single add-on or removal to/from favorites", click on "Companies of a practitioner"
In the list of practitioner, click on
Click on "Confirm" to validate the favouriting.
By default, you will be "visible" on the folders that have been added as favourites. This means that client accounts will be able to see you in the list of practitioner of the folder, and will be able to send you a message via the Fulll messenger.
If you do not want to be visible, check the option "Do not show my presence in the list of users" before confirming the favouriting.
Remove a company from your favourites
Go to the "Administration" part of the portal and then to the "Companies" section
Select the company to be removed
Click on "Remove from my favourites" located in the quick actions.
Click on "Confirm" to confirm the removal.
Removing an agency's or practitioner's companies from your favourites
Go to the "Administration" part of the portal, then to the "Companies" section.
Click on the "Manage Favourites" button in the top right-hand corner
Unsubscribe from an agency
This feature allows the unsubscription to an agency. Once unsubscribed, each time a company is created in the agency, it is no longer added to the favorites.
It is also possible to remove in bulk all the existing companies in the agency.
In the section "Subscribe", click on "To an agency"
In the list, deactivate the option via the switch
The number of existing companies is displayed. Select this option to remove in bulk the companies.
Click on "Confirm"
Remove in bulk the companies of a practitioner
This feature allow to remove in bulk all the companies of a practitioner from the favourites.
In the section "Single add-on or removal to/from favorites", click on "Companies of a practitioner"
In the list of practitioner, click on
Click on "Confirm"