Skip to main content

​
Overview

Starring a company marks it as a priority account. Starred companies are easy to spot and quick to filter, helping you stay focused on your most important business relationships.

​
How Starring Works

Starring is a company-level feature. You star companies, not individual client profiles. This makes sense because priority status is about the business relationship — the cafe that orders every week, the corporate account with large standing orders. To star a company:
  1. Tap Clients in the main navigation.
  2. Tap the Companies tab.
  3. Find the company you want to prioritize.
  4. Tap the star icon next to the company name.
The star fills in to confirm the company is now marked as a priority. Tap it again to remove the star.

​
What Starring Does

Starring a company gives you two practical benefits: Visual distinction — Starred companies display a filled star icon in your company list. When you are scrolling through a long list of accounts, your priority companies stand out immediately. Filtered view — You can filter your company list to show only starred companies. This creates a focused view of your VIP accounts without the noise of one-time or inactive companies. To filter by starred companies:
  1. Open the Companies tab.
  2. Tap the filter option.
  3. Select Starred to show only priority companies.
Good to know: Starring does not change how orders, invoices, or notifications work. It is a visual organizer for you — your customers do not see it.

​
When to Star a Company

Star companies that deserve your attention and quick access. Good candidates include:
  • Regular wholesale accounts — The cafe or restaurant that orders from you every week. You want these at your fingertips.
  • High-value corporate clients — Accounts with large order totals or recurring event orders.
  • Key relationships — The event planner who sends you five referrals a year, or the shop owner who gave you your first wholesale deal.
  • Active prospects — A company you are building a relationship with and want to keep top of mind.
There is no limit on how many companies you can star. That said, if everything is a priority, nothing is. Keep your starred list focused on accounts that genuinely matter most.
Pro tip: Review your starred companies monthly. Unstar accounts that have gone quiet and star new ones that are gaining momentum. Your priority list should reflect your current business, not last year’s.

​
Starring vs. Notes

Starring and company notes serve different purposes. Use them together:
  • Star a company to flag it as high-priority in your list.
  • Notes on the company profile store context — preferred flavors, billing terms, delivery instructions, key dates.
A star gets your attention. Notes give you the details once you open the profile.
Still need help? Contact us