Managing Bookmarks and Recents

You can view Recent Accounts and/or Bookmarked Accounts from the page or from the  icon on the Navigation bar.

The Recent Accounts list populates as you search for and open Accounts. The list defaults to a maximum of five Accounts, but you can adjust this limit as needed. Click the gear icon to display a form for entering the new limit (Recent Accounts to Save).

You can Bookmark a Recent Account by clicking the Bookmark icon (star). This moves the Account from the Recent list to the Bookmarked list and marks it with a solid yellow star.

To un-bookmark an Account, click the solid yellow Bookmark icon in the Bookmarked list. Un-bookmarking moves the Account to the Recent Accounts list.

Clicking Clear clears all recent items from the list.

You can also bookmark Accounts via the Account Summary page.