In APEX, you can save a page as a bookmark anywhere. This allows you to easily navigate back to that page later.
This is a guide for developers, entrepreneurs and contractors using APEX.
You can also build up your own structure with folders and subfolders with different bookmarks.
Create a bookmark
- When you are on the page you want to bookmark (and have set the necessary filters and sorting). Click the bookmark icon at the top right
- Give your bookmark a name.
- Click the bookmark icon to the right of the name, to save the bookmark.
If you click the folder icon, you create a new folder with the name you entered.
Manage bookmarks
- Click the bookmark icon at the top right.
- Click "Manage bookmarks".
Here you can edit the name of folders and bookmarks, as well as delete folders and bookmarks. You can also generate QR codes that points to your bookmark
- If you change the name of a folder or a bookmark, you must press the tick icon on the right to save the changes.
- To delete a bookmark or folder, click the trash can on the right.
Tip! Put the most common filters in the case list that you use and save a bookmark that you call, for example, "Most common filter". Or if you are working on a specific project for a period of time, put the project in the filter. Choose whether you want to show cases for all case managers or whether you want only open cases.
Once you have filtered, you can easily create a bookmark with the same name as the project.