Quick Links are displayed at the top of the menu on the left side in the CRM module. The user settings allow you to customize the default quick links per user.
- Open any module.
- Click over the icon of a person in the upper right of the screen.
- Choose the Settings option from the menu. This will open a screen where you can apply settings at different levels.
- Select the User Settings tab.
- Click the CRM - Sales Quoting subtab on the left side of the screen.
- Choose the Quick Links option. This will expand the section.
- Check the box for each screen link that you wish to show as a quick link on the CRM module's main page..
- Optionally, you may assign a position for the link. This sets the order that the links will show.
- Click the save button in the lower right.