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Former Member
Feb 11, 2010 at 06:39 PM

Is Favorites functionality in CRM replaced by Saved Searches in CRM 7?


In CRM 5, our users used "Favorites" for Accounts, Marketing objects, etc.

In CRM 7, this seems to be missing. Is Favorites officially dead/replaced by Saved Searches?

If so, it seems like a step backward: For Marketing users, if they had a saved a Favorite list of Marketing objects in Marketing Planner, they could use the same Favorites when filtering in the Marketing Calendar. Now, it seems like the users would need to maintain two separate Saved Searches: one for Marketing Planner and a separate one for Marketing Calendar...because Saved Searches doesn't seem to be able to be used outside of their original context. Or, am I looking at this incorrectly?

Thank you - Matt