Bookmarks

Bookmarks help you to flag borrower and contact records. These flags can be used in various ways, such as returning to certain records or creating action lists.

To set a bookmark

1.  Go to the borrower or contact record.

2.  Click the Bookmark icon  or select Bookmarks / Set from the upper menu. A bookmark icon appears in the lower right hand corner or the screen.

To clear a bookmark

1.  Go to the desired record.

2.  Click the Bookmark icon  or select Bookmarks / Clear from the upper menu. The bookmark icon is removed.

3.  If you want to clear all bookmarks from the database, choose Clear All from the Bookmarks menu.

Moving Between Bookmarks

1.  Select Bookmarks / Next to move to the next record with a bookmark.

2.  Select Bookmarks / Previous to move to previous record with a bookmark.

3.  Select the Bookmarks / Go To and select a name to display.

Show All Bookmarks Set

You can display all bookmarks set for both borrowers and contacts in the Card File View. Select Bookmarks / Show All Bookmarks.