Saving an Org Chart as Favorite

You can configure your org chart, with specific objects open, and save that org chart to be viewed later by saving it as a Favorite. When you open it from your Favorites list, you will see the org chart as you configured it.

To save an org chart as a favorite:

  1. Expand your org chart to your specifications.
  2. Click Add to Favorites
  3. Enter a name for your org chart and click Save.

To open a favorite org chart:

  1. From the main menu , select Favorites .
  2. Click the Charts drop-down menu.
  3. Select the chart you saved from the Charts section.

To change the name of a favorite org chart:

  1. From the main menu , select Favorites .
  2. Click Edit. A menu appears next to each item.
  3. Mouse over the favorite item you want to edit and click the Edit icon .
  4. Change the name of the favorite and click Done.

To delete a favorite org chart:

  1. From the main menu , select Favorites .
  2. Click Edit. A menu appears next to each item.
  3. Click Delete next to the chart you want to remove from your Favorites.

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