Quicklinks can be applied at several different levels (categories):
Global quicklinks apply to all applicable web modules - Customer Care, Tickets and Inventory. Note: Workflow does not support global quicklinks. When configured, global quicklinks are available via the QUICKLINKS option in the left navigation bar.
Application quicklinks reside in the specific web module where they are configured. This category is available for each of the four web modules (Customer Care, Tickets, Inventory and Workflow).
Quicklinks for Customer Care
Account - When configured, Account quicklinks display at the top of any customer account page.
Service - When configured Service quicklinks display on the Services and Features, Service Details and Service Summary pages.
Services and Features:
Service Summary:
Service Detail:
Quicklinks for Tickets
Tickets – When configured Tickets quicklinks display at the top of the Ticket page.
Quicklinks for Inventory
Equipment – When configured Equipment quicklinks display at the top of the Equipment page.
Quicklinks for Workflow
Workflow Instance – When configured Workflow Instance quicklinks display at the top of these pages Overview, Notes, Layout and Date Hierarchy.
They can also be accessed when a specific workflow instance is expanded on the Search and My Workflows pages, from a drop down menu at the far right under the Create Date.
Workflow Task – When configured Workflow Task quicklinks can be accessed from the Task Details page and from an expanded task on the grid on the My Tasks page.
Task Detail:
My Tasks:
