Bookmarks

Adding Bookmarked items allows you to bookmark an unlimited number of customers and accounts that you frequently access as favorites. This provides you with quick access to these customers and accounts.

Bookmarks remain available until they are removed.

Bookmarked customer that you frequently access.

You can remove bookmarks from the Home page, Customer Dashboard, or Account Dashboard.

Use the Home page to remove a customer or account from the Bookmarked tile. Use the Dashboard to remove the bookmarked customer or account.

Related Information

Add bookmarks to your Home page

Remove bookmarks from your Home page