Email this post as a PDFTips and tricks · 24 October 2026 · 1 min read

Tip 39: Bookmark pages and reports to your navigation

Any page, list or report you open regularly can be pinned to your role centre navigation in one click.

Open the page (or the report's request page). Click the bookmark icon (the ribbon) next to the page title. It is now in your role centre's navigation bar, under the headings you see when you expand it. Bookmarks keep the filters you had set when you bookmarked a list, so "Sales Orders, Awaiting despatch" and "Sales Orders, Mine" can be two bookmarks. Remove them the same way. Tell Me results can be bookmarked directly from the search list.

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