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# Favorites

A favorite is a record you've starred so it sticks to your left sidebar. The list is private to you. Star the five customers you work with most and they're always one click away, regardless of which view you're in.

## What you can favorite

Two record types, today:

* **Customer**: star from the customer header (the star sits to the right of the name).
* **Onboarding**: star from the onboarding header, next to the phase chip.

Tasks, contacts, and reports are not favoritable. For tasks, [pin them](/product/workbench/pinned-items) instead. For reports, embed them on your dashboard from [Customize your dashboard](/product/workbench/customize-your-dashboard).

## How the sidebar entry looks

Each favorite renders as a row under a "Favorites" header in the left nav. The row shows:

* The record name (truncated to \~24 characters)
* A small status dot for customers (green = active, amber = at\_risk, gray = churned)
* The phase chip for onboardings (e.g. UAT, Launch)

Click the row to jump straight to the record. Right-click for a context menu with **Open in new tab**, **Reorder**, and **Remove from favorites**.

## Reorder and remove

Drag a favorite row up or down in the sidebar to reorder. Drop position is saved as soon as you release. To remove, either:

1. Click the filled star on the record header to toggle it off, or
2. Right-click the sidebar entry and pick **Remove from favorites**

There's no soft-delete or undo. Re-star to add it back; the row reappears at the bottom of the list.

## The 12-favorite limit

Pivotal caps favorites at 12 per user. The cap keeps the sidebar usable and stops it scrolling. If you try to star a 13th record, the star action surfaces a dialog asking which existing favorite to swap out. Pick one, confirm, and the new record takes its slot.

If you hit the limit often, that's usually a sign you should be using a [saved view](/product/workbench/filters-and-views) instead. A view of "Customers I own with status active" scales past 12 and updates as you onboard new accounts.

## Favorites vs assignments

These two get confused. **Owner** (the `csm` field on an onboarding, or `owner` on a customer) is a workspace-shared assignment that drives notifications and reports. A **favorite** is your private shortcut. Starring a record does not assign you. Assigning you does not auto-star.

## Related

* [Pinned items](/product/workbench/pinned-items)
* [Filters and views](/product/workbench/filters-and-views)
* [Customer history](/product/customers/customer-history)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.