Creating a bookmark

How to create quickly accessible bookmarks

You will see on the upper left of your screen a tab called bookmarks.

There are a few ways we can utilize the bookmark tab, we can use it to set the first page we access when logging in by using "Make this my homepage"

We set bookmarks to pages which will allow you to quickly access pages deeper in the system. 

Bookmarking Exports

We can also bookmark any exports we make within the system. 

Using the dropdown next to "Bookmarks:" You will see "Create new, Once you click this a text box will appear and allow you to create a name for your export.

If you then create an export it will then show inside your bookmarks tab. Once you click the new bookmark the file will download with any updated information from the selected fields.

Grouping Bookmarks - You can now group bookmarks by creating or picking an already created group. These will then display in your bookmarks list prefixed with the group name.