While a limited filtering mechanism is available in all of the major data-entry dialogs, an extremely useful addition to this mechanism is in the form of bookmarks and lists. Both of these mechanisms provide direct access to a single or groups of records in a direct manner, without needing to select local filtering on each occasion.

The Bookmarking system allows the recording of individual items for display in the main menu under the [Bookmarks] menu item. Adding and replacing bookmarks is performed from within an individual record. Selecting any individual bookmark from the menu results in that record being loaded and displayed in the appropriate management dialog for editing.

The bookmarking system is particularly useful for the temporary bookmarking of a record that either needs more work, needs investigation, or otherwise has special interest for a period of time and it would be useful to have fast-access to the record rather than search on each occasion.

The Lists system is an expansion of the bookmarking system however, rather than record a single item, each list records the criteria for a general search. As it is the criteria that is stored rather than the record of an individual item(s), the records accessible via a List may therefore alter over a period of time.

The Lists system is particularly useful in the creation of virtual sub-collections of records that have meaning over longer periods of time. Accessing records via one of the lists ensures that the same nature of records is being accessed on each occasion without needing to filter the records manually on each occasion.

Lists are displayed beneath individual bookmarks on the [Bookmarks] menu item, but are created (and removed) within the Search dialog, not within individual records. Prepare and execute a search within the Search facility at least once (on until the correct combination of criteria is achieved) and then select the [Make into list] menu item from within the Search dialog.

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