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Locate: Booking > Bookmarks
Prerequisites: The need to save bookings for easy access and quick reference!
Bookmarks
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Bookmarks are a great way to highlight certain invoices for quick access later on. Rather than having to search for the invoice you need, you can instead add a Bookmark which can then be accessed through the Bookmarks page. This is great if you are working on a booking and need to make some updates later on once everything is confirmed.
To add a Bookmark, pull up an invoice and look for a button in the left sidebar labeled Bookmark. Click on this button and you will see the Bookmark icon change to a solid black. This now means the invoice is bookmarked and can be accessed through the Bookmark page. Simply do the opposite to remove the Bookmark!
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The Bookmarks feature is essentially a filtered view of the Booking Index. To learn more about the shared features such as filters, Import/Export bookings and View Booklet, please view the following series of articles: |