Favorite Lists

Create and manage curated product lists for your customers. Each favorite list belongs to a specific company, contact or customer.

tip

Create favorite lists for customers who reorder the same products regularly and mark them as default so they show up automatically.

Before you begin

You need the Shop and Product roles to view favorite lists. Creating, editing and deleting lists requires Owner access on the Shop role.

Open favorite lists

You access favorite lists from a contact's Actions menu on the company details page, or from the Favorite Lists tab on a contact detail page.

You see a table listing all favorite lists with a search bar and filters.

Table columns

Column	Description
ID	Unique list identifier
User ID	The owning company, contact or customer ID (clickable)
Name	List name
Slug	URL-friendly identifier
Default	Whether this is the user's default list (Yes/No)
No. items	Total number of products and clusters in the list
Date Created	When the list was created
Date Updated	When the list was last modified

The default page size is 10 with options for 5, 25 and 50.

Search for favorite lists

Type at least 2 characters in the Search by name field. The search filters by list name with a short delay.

Filter favorite lists

Click Filters to open the filter panel.

Filter	Type	Description
Company Id	Single value (numeric)	Filter by owning company ID
Contact Id	Single value (numeric)	Filter by owning contact ID
Product Ids	Multiple values (numeric)	Filter lists that contain specific product IDs
Cluster Ids	Multiple values (numeric)	Filter lists that contain specific cluster IDs
Default	Radio (Default / Not Default)	Filter by default list status
Created At	Date range	Filter by creation date
Last Modified At	Date range	Filter by last modification date

Active filters appear as removable chips.

Create a new favorite list

Owner access is required.

1. Click New Favorite List.
2. A user picker dialog opens. Select a company, contact or customer to own the list.
3. A new list named "New favorite list" is created and you are redirected to its detail page.

When accessed from a specific user's context (for example from the company details page), clicking New Favorite List creates the list directly for that user without the picker dialog.

Edit a favorite list

Click any row in the table to open the detail page.

General settings

Field	Editable	Description
Owner	No	The user ID of the list owner
Name	Yes	The list name. This field is required.
Slug	No	Auto-generated URL slug
Created at	No	Creation timestamp
Updated at	No	Last modification timestamp
Default	Yes	Toggle whether this is the user's default favorite list

Add products or clusters

1. Open the Products tab or Clusters tab.
2. Click Add multiple products (or Add multiple clusters).
3. A product picker dialog opens. Browse or search and select items.
4. Click confirm to add them to the list.

The Clusters tab shows cluster products in the same table format.

Remove products or clusters

Owner access is required.

1. Select items using the checkboxes.
2. Click Remove selected products (or clusters).
3. Confirm in the dialog.

Product list columns

Column	Description
Checkbox	Select products for removal (Owner only)
Image	Product thumbnail or placeholder
SKU	Product SKU code
Name	Product name
Supplier	Supplier name

Click any product row to navigate to the product's PIM detail page. Cluster rows work the same way.

Save changes

Click Save to persist changes to the list name or default status. If you navigate away with unsaved changes, a dialog asks whether to save, discard or cancel.

Delete favorite lists

Owner access is required. Select lists using the checkboxes on the overview page, then use the delete action.

Related pages

• View company details
• Manage users