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Change or add quick links (+)

Change or add quick links (+)

Quick links are found in the upper right corner of pages using the '+' icon. This allows you to quickly add various information without first needing to go into a contract. The contract number instead will be selected when you enter the data.

 

To setup or change options in the quick links:

  1. Go to Admin>>Records

  2. Click on ‘Core’ under the Zone section

  3. Click on ‘Quicklink’ under the Table section

  4. Click on Edit next to the quick link title or model you would like to change or remove then edit or delete the quick link.

  5. To add, simply click on the green ‘Add’ button, then enter the title. The title is what the user will for the quicklink. Enter model, which is the location where the user will be brought. Examples are: oneoffice/contract, oneoffice/contract-change, oneoffice/journal, oneoffice/project, oneoffice/contract-item, oneoffice/contract-item-transaction, etc…

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