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Bookmarks allow Users to access PCR-360 content from any page as well as external websites. Look for the arrow at the bottom of the landing page to add, delete, and manage the Bookmarks on the Landing Page.
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For example, add a Bookmark to the Service Desk Orders Grid.
Navigate to the Grid where a Bookmark is desired. Example: Main > Service Desk > Orders.
Click the 'Bookmark Arrow'
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button in the lower left-hand corner of the screen.
When the Bookmark toolbar opens,
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click the 'Add Current Page'
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button.
There now is a Bookmark at the bottom of the screen that looks like this:
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Bookmark a data entry form
For example, add a Bookmark to the 'Add New Service Order' form.
Navigate to the form where a Bookmark is desired. Example: Main > Service Desk > Orders > Add button.
Click on the
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button on the title bar of the window.
Click the 'Add Bookmark' menu item.
There is now a Bookmark at the bottom of the screen that looks like this:
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Bookmark a specific record
For example, add a bookmark to Service Desk Order SO20131023
Navigate to the Grid that contains the record where a Bookmark is desired. Example: Main > Service Desk > Order.
Open the record desired (SO20131023) to be bookmarked by either double clicking or single clicking and clicking the button.
Click on the
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button on the title bar of the window.
Click the 'Add Bookmark' menu item.
There is now a Bookmark at the bottom of the screen that looks like this:
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Bookmark something outside of PCR-360
For example, add a Bookmark to http://www.weather.com.
Click the 'Bookmark Arrow'
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in the lower left-hand corner of the screen
When the Bookmark toolbar opens,
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click the 'Add Custom Bookmark'.
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Enter the 'Display Text' desired for the title on the Bookmark bar.
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Enter the URL for the website desired to be bookmarked in the 'Link Location' field.
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There is now a Bookmark at the bottom of the screen that looks like this:
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Bookmark multiple Grids at once
For example: add a bookmark for all menu entries under Main > Cable.
Click the 'Bookmark Arrow'
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in the lower left hand corner of the screen
When the Bookmark toolbar opens,
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click 'Add Bookmarks'
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Select the entries desired on the 'Add New Menu Bookmark' screen.
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Click the
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button.
There are now new Bookmarks at the bottom of the screen that look like this:
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Bookmark a Perspective
For example, add a Bookmark for High Pending & Hold Perspective on the Orders Grid.
Navigate to the Grid that contains the Perspective desired to be bookmarked. Example: Main > Service Desk > Orders.
Click the
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button.
Single-click the perspective desired to be bookmarked and click the
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button.
Highlight the link and either type Ctrl-C or right-click and choose Copy.
Click the 'Bookmark Arrow'
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button in the lower left-hand corner of the screen.
When the Bookmark toolbar opens
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click 'Add Custom Bookmark'
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Enter the 'Display Text' desired for the title on the Bookmark bar.
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Paste the URL into the
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field.
There is now a Bookmark at the bottom of the screen that looks like this:
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Edit a Bookmark
If a User wants to change the Label or URL of a Bookmark.
Right click on the Bookmark to be edited and click the
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button.
Change the Label or Link Location as desired.
Click the
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button.
Delete a Bookmark
Right click on the Bookmark to be deleted and click the
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button.
The Bookmark will be removed from the bottom of the screen.
Bookmark a Crystal Report
Navigate to Main > Reporting > Available Crystal Reports.
Select the desired report.
Click the 'Bookmark Report'
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button
Other Bookmark Notes
Don’t forget a User can Bookmark (2024.1) Knowledgebase articles.
For example, an article with a list of your Organization's business practices for assigning new phone numbers, bring up that article, click on the options menu in the title bar and select Add Bookmark.The order of the Bookmarks can be changed by dragging and dropping them in the Bookmark pane.
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