Creating Quick Links

Creating Quick Links

You are able to create a list of links for places outside of ClientBAY that you find yourself utilizing for quick access.
These links show up under the Link tab in the upper right hand corner of your ClientBAY system.
You will also see any Quick Links that your company has added in this Quick Link tab.


To add a Quick Link, 
  1. Click on the Quick Links icon in the upper right hand corner of your ClientBAY platform
  2. Select the +Add Personal button
  3. Add the label for the Quick Link
  4. Add the URL 
  5. Select Add. The Quick Link will now appear on your Quick Links Experience Tab

To edit a Quick Link,
  1. Select the three dot action button associated with the Quick Link and press edit.
  2. Put in any necessary changes and Press Save.

To delete a Quick Link
  1. Select the three dot action button associated with the Quick Links and press Delete
  2. The system will confirm that you want to Delete this Quick Link.


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