Bookmarks

Bookmark important records for quick access.

Use Bookmarks to keep important records close and get back to them fast.

The Bookmarks screen shows your bookmarked records as cards. It helps you return to important work without searching through tables.

From here, you can:

  • open a bookmarked record in the form view

  • review or edit the full record

  • remove a bookmark without deleting the record

Add a bookmark

Add a bookmark when you want to save a record for quick access later.

1

Open the record

Go to the table that contains the record. Open the record in the form view.

2

Add the bookmark

Click the star icon at the top of the form view. The record is now bookmarked.

3

Open Home

In the main navigation, click Home.

4

Open Bookmarks

On the Home screen, select Bookmarks. The Bookmarks screen opens again and shows your bookmarked records.

Remove a bookmark

Remove a bookmark when you no longer need quick access to that record. This does not delete the record from your database.

You can remove a bookmark in two ways:

  • on the Bookmarks screen by clicking X on the record card

  • in the form view by clicking the star icon again

1

Open Bookmarks

In the main navigation, click Home. Select Bookmarks.

2

Remove the bookmark

Find the record card you want to remove. Click the X in the top-right corner of the card.

3

Keep working

The bookmark disappears from the list. The record stays available in its original table.

Last updated

Was this helpful?