How do I Create Quick Links in the Insurance Tracker App?

Updated on May 28, 2017 09:10PM by Admin

Quick links is a feature which is similar to a shortcut link that guides you for reference. You can add your own quick links by customizing the settings. It can be accessed immediately within the app for reference.

The final view of the created Quick Links depends upon the type you selected.

  • Link : The created Quick Link will redirect you to the mentioned Url.
  • Pop-up : The created Quick Link will be displayed as a pop-up.

For instance: Say, a Sales Manager who is new to the company wants to know the details of the insurances owned by the company. In this scenario, quick links helps the Sales Manager.

Steps to add Quick Links

  1. Go to Insurance Tracker App from the app header bar.
  2. Click on “More (...) -> Settings” options from the app header bar.

    settings

  3. Choose “Quick Links“ from the “General“ drop-down menu. Click on the “Add“ button to add a quick link.

    left panel

  4. Fill out the required details.
    • Name : Specify the name related to the Url you are about to give.
    • Type   : Pop-up or link. (Say, here - Link)
    • Url      : Link to which you want to refer.
  5. Click on the “Create” button. The image shown below displays when the type is chosen as Link by the Manager.

    create

  6. You can update the quick link information using the “Edit“ icon and you can also delete using “Delete” icon.

    edit or delete

  7. The created Quick Links appear in the left navigation panel of the Insurance Tracker homepage.

    view

Related Links

  1. Customize Insurance Tracker
  2. Edit Insurance Types