Shortcuts Portlet

The Shortcuts portlet contains links that we can click for access to our most frequently used records, transactions, lists, and reports.

These same links also appear as options on the shortcuts menu, the Star icon, on the navigation menu.

To add a shortcut from the page where we want the shortcut to go:

1. Click the Star icon on the navigation menu and select Add to Shortcuts.
2. Edit the name for the shortcut link. By default it is the name of the page.
3. If you want the linked page to open in a new window, check the Open in New Window box.
4. Click Save.

To add a shortcut from the Shortcuts portlet:

1. On the Shortcuts portlet, click New Shortcut on the portlet menu.
2. Enter a name for the shortcut link.
3. Enter the URL for the page. (If you do not know the page’s URL, go to the page and use Add To Shortcuts on the page instead.)
4. If you want the linked page to open in a new window, check the Open in New Window box.
5. Click Save.