Quicklink Types by Web Module

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: