Bookmarks

Bookmarks are a great way of keeping track of a record being reffered to frequently. This can be a company, a job, a prospect or an issue.

Add Bookmark

Track your frequent records with bookmarks - just look for the Bookmark icon in the top right of the menu when viewing a record.

• Most records support being bookmarked - but if it doesn't, try going to the parent object - such as finding the job rather than the component.
• Bookmark searches:
  If you use the filter options to customise a search, and think "I wish I could save these settings to run this search again" then simply open the Filter window. You can find more information on Filters here.
   
  

  
  

  If you want to remove the bookmared record, toggle the Bookmark button and refresh your screen.

Saved bookmarks now also appear in the navigation tab, for quick access.

My Bookmarks

This is a great way of seeing all your bookmarks all on the one screen. You can see all your Filters for Prospects, Issues, Jobs etc. To view your bookmarks, simply head to the star icon in the main navigation.

This will bring up a list of all the filters you have listed, plus who created them. If, when you created the filter you opted to have it be displayed publicly, they will be able to access the filter and utilise it. 

However the only person to be able to delete them will be the creator. Below you can see the bookmarks page listing all the filters and bookmarks.