Favorites and recents
How Jump back in and Most Recent decide what to show, and how to curate or clear them.
The app keeps two short lists of records so you do not have to search for the same account every morning.
Favorites are the records you starred, newest star first. They are entirely yours to control.
Most used is up to twenty records, ranked by how many times you have used them and then by how recently. Using a record you already use often pushes it above one you use just as often but less lately.
What counts as a use
Opening a record from Home or from an entity's record list, and starting a call, a chat, a voice note, a scheduled session or a quick debrief from it. The list follows the work rather than the browsing: the accounts you actually deal with rise, the ones you looked at once do not.
Where they show up
Jump back in
On Home. Favorites first, then most used, up to twelve cards, each with a star you can tap.
Most Recent
The same set as a full-width list with search and a star on every row. Tapping a row offers Chat, Call or Schedule for later without going through the record screen.
Manage Favorites
Pick a category, then star records in it. For setting up shortcuts before you need them.
You can also star a record from its own screen, or from the star on its row in an entity's record list.
Curating the list
Edit next to the Jump back in heading opens three choices:
| Choice | What it does |
|---|---|
| Edit list | Opens Most Recent, which has Manage Favorites in its top bar |
| Add records | Opens the Entities tab |
| Clear all | Removes your starred and recent records after you confirm. The records themselves stay as they are |
"Records" and "Entities" follow your organization's terminology.
Where they live
Both lists are held on the phone, per person, and against the domain and organization they belong to. Switching organization gives you that organization's shortcuts. Someone else signing in on the same phone does not see yours. Switching phone gives you none, since these lists are not synced. See Staying in sync and working offline.