Using bookmarks for builders (video)

Bookmarks are essential for building on GraceBlocks and setting your system up for successful adoption.  Bookmarks are used to control:

  • The layout of each tab for all users when they start using a Block for the first time
  • What options are available for selection when working with related records
  • The layout of information while working with related records
  • How can you limit records pulled into a Zapier integration

Watch this video tutorial on bookmarks and pay close attention to the builder information which begins at the two-minute mark for a quick tour of this.