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.
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