How do I Customize Quick Links in Estimates App?

Updated on February 1, 2018 10:00PM by Admin

Quick Links contain several links that are frequently used by the user. It enables him to directly get to the page. This saves a lot of  user time. You can also add your own quick links by customizing those in the Settings.

For instance: The documentation of Estimates App can be added to quick links, for your easy reference. Lets follow the steps.

Steps to Add Quick Links in Estimates App

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Click on "More(...)" icon and select "Settings" from the app header bar.
    settings estimates
  3. Select "Quick Links" under "Collaboration" located in the left navigation panel.
    add quick links
  4. Click on "Add" to add new quick link and specify:
    • Name - Name of the link.
    • URL - URL of the link.
      create quick link
  5. Click on "Create" button to complete.
  6. You can update the quick link information by clicking on Edit icon, if needed.
    edit quick link
  7. You can view quick links in Estimates home page as shown below:
    quick links in estimates homepage

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