This is easy as pie.

. . . well, maybe easy as frozen pie. Those, you only have to take out of the box and put in a preheated oven. 

This is much easier than pie made from scratch.

Anyway, we digress. 

If you have several companies you service more than others, you can add something called the My Favorite Companies widget. Let's do that now:

Head to your Main Dashboard.

See that Gear icon in the upper-right corner?

Click it!

That takes us to the Add Widget page.

There are several dropdowns at the top. Click the Documentation dropdown, then find My Favorite Companies and click the check box next to it.

You can now drag-and-drop your widget wherever you like on the page. Click the Save button, and presto! The new widget appears at the bottom!

 When you're ready to add companies, click the Plus (+) symbol in the upper-right corner of the widget. That brings you to the Add Favorite Companies page.

Now, just click the check box next to any company you want added to your favorites, click the X in the upper-right corner when done, then click the disc icon to save!

That's it!

Easy as . . . pre-made, pre-packaged, heat-and-eat frozen pie.

Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips. 

Did this answer your question?