Maintaining the important links to access them with ease, helps you with being productive. Quick Links may contain multiple links that a user can use often enabling him to access fastly.
The Quick Links consist of two types as listed below:
- Link - The created Quick Link will redirect you to the mentioned URL.
- Popup - The created Quick Link will display a pop-up.
Steps to Create Quick Link:
- Log in and access the Cash Management app from the universal navigation menu bar.
- Click on the More(...) icon and select Settings.
- Select General → Quick Links from the left navigation panel of the Settings page.
- Click the Add button located at the top right corner of the Quick Links Page.
- In the Create Quick Link popup, add a Name and URL for the Quick Link.
- Select Create to add a new Quick Link.
- Now go to Useful Links → Quick Links will be present in the left navigation panel of the Home Page of the Case Management App.
- Click on the Quick Link to redirect to the configured URL.
