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My Bookmarks

The My Bookmarks card on the Home page displays all currently configured Bookmarks, which are shortcuts to often-used screens within the system. The Bookmarks option is also displayed in the left pane of many screens. Click on the bookmark hyperlink to move to the page listed.

Default Bookmarks are configured at the system level, but each user can customize the bookmarks that display. Bookmarks can be added or removed in one of the following ways:

Adding a Bookmark Through the Preferences Section

Authorized users can add, new bookmarks, change the order the bookmarks display or delete exiting bookmarks from the their list of bookmarks.

Adding Bookmarks

  1. Navigate to the Preferences section > My Preferences card > Bookmark screen.

    The following screen is displayed.

  2. Highlight the selection in the Available Bookmarks column.
  3. Drag the selection to the Your Bookmarks column.
  4. Save the record.

Changing the order of bookmarks

Bookmarks may be moved around within the Your Bookmarks column to change the order they should display.

  1. Highlight the bookmark to be moved.
  2. Drag the entry to the desired position in the list.

    The red arrow indicates where the bookmark will display.

  3. Click Save.

Removing bookmarks from the List

Selected bookmarks can be removed from your list.

  1. Highlight the entry in the Your Bookmarks column.
  2. Drag the entry back into the Available Bookmarks column.
  3. Click Save.

Resetting the bookmarks back to the system default

Bookmarks set up in the Preferences > System Preferences section are the defaults for all users in the system. To restore these defaults, click on the Reset button in the left pane.