Bookmarks in Web Client

Basics

You can set datasets, searches and reports with which you work very frequently as bookmarks, so that they can be opened directly from the myCRM area in the future.

If there are several tabs on the entity mask, the bookmarks set in the myCRM area lead even more specifically to the desired tab and view. When setting a bookmark, the tab name is saved in the internal bookmark. All "old" bookmarks are missing the new option. This opens the first tab.

All bookmarks are (generally) saved with the tab info. If the user clicks on a bookmark, the relevant entity opens (as usual). The first tab is active. If the bookmark has the optional tab name, the tab in question is displayed. If the tab name is not available, the first tab remains visible.

Add a dataset as a bookmark

To add a dataset as a bookmark:

1. Open the desired dataset in the detail view.

2. In the myCRM area, navigate to the directory where you want to save the dataset as a bookmark.

3. In the detailed view, click on the icon

   

   Save as bookmark.

Datasets added as bookmarks in the myCRM area are displayed with the symbol of their entity.

Add a search as a bookmark

To add a search as a bookmark:

1. Click on the icon

   

   in the branding bar.

2. Select one or more search datasets (CTRL+mouse click) that you want to save as myCRM bookmarks.

3. In the myCRM area, navigate to the location where you want to store the bookmarks.

4. In the search management, click on the icon

   

   Save as bookmark.

Note

Searches that have been added as bookmarks in the myCRM area are marked with the additional icon

.

Add a report as a bookmark

Before an actual report is created, a search with parameters has to be carried out. In the narrower sense, you do not save any reports, but a pre-defined search on which the report is based.

To add a search for reports to a bookmark:

1. Click the Reports menu in the navigation area and select an available report. The search form opens

2. Enter the desired parameters.

3. In the myCRM area, navigate to the location where you want to store the bookmarks.

4. In the search management, click on the icon

   

   Save as bookmark.

Searches for reports that have been added as bookmarks in the myCRM area are displayed as the report icon

.

Add appointments as bookmarks

In the Web Client, you can also store appointments in the CRM Schedule as a bookmark.

1. Click on the calendar icon

   

   in the quick start bar.

2. Select saved team appointments or create your own group of people.

3. Click the icon in the toolbar

   

   Save as bookmark.

Remove bookmarks from the myCRM section

To remove a bookmark from the myCRM area:

1. Select the bookmark in the myCRM area

2. Click with the right mouse button and open the context menu

3. Select Delete. The bookmark will be deleted.