Preferred Records

By flagging records as 'preferred' they can be easily searched for, when you want to open or edit them.

User-created records, including Referring Practitioners, Debt Collectors, and Companies (which in turn includes all of the Company sub-types, such as Hospitals, Solicitors and so forth) can be flagged as 'preferred'.

The following information explains how to mark records as preferred, and how to then search for such records.