ADDING A FAVORITE USER
In this tutorial, you will learn how to add a favorite user, group, or company into a global role in which it will be saved for your future transactions. You may have multiple favorites per role type.
You may add a favorite within the participants section in an existing transaction, or, during the create transaction process.
While creating a transaction, you will select a role for the favorite. Next, under Select Participant, you will search for a public company, group or user. If the entity is found in TYC's public results, click the star symbol next to the entity's name to add them as a favorite for the specified role:
The Star will then turn blue, and you can click on their name if you'd like them to participate in your transaction.
If you have one favorite for a specific role, the favorite will be pre-filled the next time you create a transaction and arrive to Step 3, like so:
If you have more than one favorite in a global role, you can select the drop-down as shown and any existing favorites for the role type will be listed. If the company you are looking for is not listed as a favorite, you may search for them at this time, or Invite a New User.
When you add a company, user, or group as a favorite, they will not be notified.
0 Comments