How - To Bookmark Records

Users can bookmark records in the bookmarks menu for quick access to information from any page in eCounsel.

ADDING BOOKMARKS [Time 0:07]

From any Module, click on the arrow to the left side of the page to expand the Bookmarks Menu
From the Matters, People, Entities, and Invoices tab, drag and drop any item over the Bookmarks Menu
When the blue box appears, release the mouse to drop the item into the Menu

Right Click in the blank space of the Bookmarks Menu and Select "Bookmark External Link"
Enter a description and either type or paste the URL into the blank fields & select "Save"
The bookmark will now appear in the Bookmarks Menu with the chosen description

Select the Reports Module
Hover the mouse over the title of the chosen report, drag over the bookmarks menu
When the blue box appears, release the mouse to drop the item into the Menu

Select any module and tab
Apply any desired filter or page view before bookmarking
Right Click on the Bookmarks Menu and select "Bookmark This Page"
The page will automatically be bookmarked and available to navigate to from any page in eCounsel

Tip: Frequently used filter views in any module are handy to have readily available in the Bookmarks Menu

Right Click in the Bookmarks Menu and select "Add Folder"
Multiple folders can be added as needed
Drag and Drop any existing bookmarks into the new Bookmarks Folder. When the small blue box appears around the folder, release the mouse click to drop the bookmark into the folder
New Bookmarks can be added directly to the folder in the same way, just drag and drop the Bookmark directly over the folder
Expand the folder by clicking the "+" and Minimize again by clicking the same icon which is now "-"