To create a Quick Link group, follow these steps:
- Open the Quick Links menu.
- Select Manage Quick Links. The Manage Quick Links window opens. This window shows all Quick Links groups that are yours as well as those shared with all users in your agency.
- In the Link Groups tab, right-click and then click Insert. A new record is added to the table.
- In the WLINKGROUP NAME column in the new record, type the name of the new Quick Link group.
- Optionally, if you would like this group to be available to all members of your agency, click the check box in the Is Public column. The application places a check mark in the check box to denote that it is selected.
- Click OK to save the new group and close the Manage Quick Links window. Since the new record was the selected record when the window closed, the new group is the active group.
- Display the window that you would like to have a Quick Link as part of the new Quick Link group and then click the
icon at the end of the window breadcrumb trail to create the Quick Link. The system fills the icon and also places the window title in the Quick Links menu. Repeat step 7 for any additional windows you would like to be part of this Quick Link group. - When all Quick Links are set, re-open the Manage Quick Links window (see steps 1 and 2).
- Click the Links tab to view the Quick Links that are part of the group.
- For each Quick Link in the Links tab, enter in the Comments column the text you would like to be displayed when a user hovers the cursor over the link. You may also edit the text in the Window Name column to modify what is shown in the Quick Links menu.
- Optionally, you may determine in what order the Quick Links are displayed by editing the Order column. The default order is the order in which the Quick Links were created. If you would like a different order, edit the numbers in the column to reflect the desired display order (top to bottom).
- Click OK to save the new information and close the Manage Quick Links window.
