Bookmarks are a way for you to access any internal page (within the Propertybase GO system) in a two-click process that you use often and do not want to waste time going through multiple steps to access.
Creating and Deleting a Bookmark
- Bookmarks are accessed through the Quick Actions Tab in the Upper Right of the Screen.
- Bookmarks are at the bottom of the Quick Actions Menu. Here, you can access all bookmarks you have already made and create new bookmarks.
- To create a new bookmark, go to the page (in the Propertybase GO system) you would like to bookmark. Hit Quick Actions, then Create Bookmark, Name it, and Hit Bookmark It!
- To delete a bookmark, go to the page for the bookmark (e.g., click on the bookmark). On that page, reopen the Quick Actions Tab, where the "Create" button for bookmarks is now a "Remove Bookmark" button. Click that button, and the bookmark will be removed.
Q: Can I rename Bookmarks?
A: Currently, Bookmarks cannot be renamed. To change the name of a bookmark you created, simply delete it and create a new one.
Difference between agent and broker
Bookmarks are created the same way, whether you have a broker or admin permissions. Everyone has their own Bookmarks.