The Bookmarks & Shortcuts Module in MokoCRM allows users to create personalized quick-access links to frequently used pages, records, or modules within the system. This improves navigation efficiency, especially for users managing repetitive tasks or monitoring specific dashboards, documents, or reports.
🧾 Enabling the Module
- Navigate to:
Home → Setup → Modules → Bookmarks & Shortcuts - Click Activate
- Users will now see a bookmarks icon or dropdown in their top menu bar
🔖 Creating a Bookmark
- Navigate to the page or record you wish to bookmark (e.g., a project, third party, or report)
- Click the “Add Bookmark” button (usually represented by a star or link icon)
- Enter:
- Title for the shortcut
- Optional note or category
- Save the bookmark for instant future access
📚 Managing Bookmarks
- Access bookmarks via:
- Top navigation bar
- My Account → My Bookmarks
- Edit or remove bookmarks as needed
- Organize bookmarks by category or label for easier filtering
📌 Use Cases
- Quick access to your assigned projects or open invoices
- Shortcuts to custom dashboards or frequently run reports
- Save access to filtered CRM views or specific customer records
- Pin external links (e.g., Google Docs, support portals) relevant to your role
📊 Integration and Portability
- Bookmarks are user-specific but may be shared if configured by an admin
- Admins may define global shortcuts visible to all users
- Bookmarks can be exported or imported via CSV for reuse across environments
📌 Best Practices
- Use clear and concise labels for each bookmark
- Delete obsolete shortcuts to reduce clutter
- Group bookmarks into functional categories (e.g., Finance, Sales, HR)
- Limit the number of bookmarks in the top menu to essential items
- Encourage team leads to define shared bookmarks for department workflows