Creating Bookmarks

A bookmark is a URL that links to a specific record in the application. A bookmark included in an email message or a document allows a user to click a link to navigate directly to a record if the application is active on the user’s computer. If not logged in to the application, a user must authenticate to the application to gain access to the record.

When you click the link in an email message or a document, a new browser window might open to access the application. If an error message appears indicating that you cannot access the application from this window, then close the window, open a new window, and paste the URL into the new window. If the application is running on your computer, then you can also paste the URL into the browser for that application.

To add a bookmark to an email or a document

1. Navigate to and select the record to which you want to create a link.

2. To create a bookmark from the URL in the browser, select the URL in the address field of the browser, and then copy and paste this URL to an email or document.