Bookmarks are a good way to save your favorite filtered views in Scoro to quickly find valuable information with fewer clicks. For example, you can create bookmarks for views like "My top clients", "All contacts", "Sales team calendar", "All calendars", "Planned training sessions by companies", to name just a few.
In this article, you'll learn how to create bookmarks and manage the bookmark settings.
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1. Creating a bookmark
Bookmarks can be created in almost any view in Scoro, such as list views, the dashboard, reports, and more.
To create a new bookmark:
- Open the view you want to bookmark and use the filters to customize the view you want to bookmark for quick access later.
- Click on Bookmarks and select Save as bookmark. You can also save the filtered view as your default view, which will be displayed every time you open that particular view or module.
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Name your bookmark, change the filters if needed, and tick any of the following checkboxes:
- Add to favorite bookmarks – this will display the bookmark in the Bookmarks dropdown list on your site's menu.
- Save as default view – to display the filtered view every time you open that particular view or module.
- Is shared – when selected, the bookmark will be available for other users.
- You can also create a watchdog for this bookmark by ticking the Notify by e-mail checkbox if you wish to receive an email notification when certain conditions (that you have set up) are met. For example, you can set up a watchdog to let you know via email if there are more than 3 overdue tasks in your task list or if there are overdue accounts exceeding a certain amount. Read more about watchdogs.
- Click Save to finish creating the bookmark.
Pro tip - using dynamic fields for shared bookmarks
In addition to static filters, with shared bookmarks it's wise to use dynamic user filters. For example, select Me under the dynamic user filter, then all users can use the same bookmark on their dashboard, but each user can see the data relevant to them. With static filters, if you select a specific person in the user filter, the bookmark always shows the data relevant to that person, even if someone else adds this bookmark to their dashboard.
2. Viewing bookmarks
The Bookmarks dropdown list in the will show all the bookmarks available for you in the particular view or module in Scoro:
- Under My bookmarks, you'll find all the bookmarks that you've created.
- Under Other bookmarks, you'll find all the bookmarks that have been created by other team members and shared with you. Bookmarks that you've shared will also be shown on other team members' bookmarks lists.
The Bookmarks button on your site's menu lets you access your favorite bookmarks, as well as quickly navigate to your bookmark settings, where you can view all bookmarks available for you.
3. Modifying and deleting a bookmark
To modify and delete a bookmark from the relevant view or module in Scoro:
- Click on Bookmarks, then click on the gear icon.
- Modify the bookmark as needed or click the Delete button to delete it.
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From the bookmark settings – go to Settings > My settings > Bookmarks. Alternatively, click on the Bookmarks icon on your site's menu and select Bookmark settings.
Alternatively, you can go to bookmark settings and modify and delete them from there.
4. Bookmark settings
The bookmark settings under Settings > My settings > Bookmarks show all your bookmarks and bookmarks that others have created and shared with you.
Site administrators and users with the Modify all bookmarks permission will be able to see all bookmarks created on your site.
You can use the filters to narrow down the list.
A highlighted checkmark icon to the left of a bookmark indicates it is the default view for that module.
Click on the bookmark name to modify or delete the bookmark.
You can click on the icons to quickly modify the bookmarks:
- Checkbox icon – save the bookmark as the default view
- Star icon – add the bookmark to your favorite bookmarks
- People icon – share the bookmark with others
- Watchdog icon – set up a watchdog for the bookmark
Click on Apply bookmark to open the bookmarked view.
5. Frequently asked questions
Can I view bookmarks of inactive users?
You can view and use all shared bookmarks, including bookmarks shared by users who are currently inactive on your site. The inactive users in the Users filter in the bookmark settings will be grey, but you can still view their shared bookmarks.
Site administrators and users with the Modify all bookmarks permission will be able to see all bookmarks created on your site, including all bookmarks of inactive users.