What is the Quick Links Widget?
The Quick Links widget pins the records you open most often to your INNERGY Dashboard, so you can reach them without searching. You can pin opportunities, projects, and work orders — up to 10 items in total.
This article applies to INNERGY ERP at app.innergy.com.
Before you start
The Quick Links widget appears on your Dashboard if your role includes permission to view Projects or Work Orders. Widgets are added to the Dashboard automatically based on your permissions — there is no widget list to choose from. If the widget is not on your Dashboard, ask your INNERGY administrator to review your role.
Pinning an item
On the Quick Links widget, click Add links. The Add quick links dialog opens.
Start typing in the search field. It searches opportunities, projects, and work orders together.
Select the items you want to pin. Items you have already pinned are marked Already pinned and cannot be selected twice.
Click Add to pin your selection. The button shows how many items you have selected, for example Add (3). Click Cancel to close without pinning anything.
Your pinned items appear in the widget, each with an icon showing what type of record it is. Click one to open it.
The 10-item limit
You can pin a maximum of 10 items. When you reach it, INNERGY tells you "You can pin up to 10 items. Remove one to add more." and stops accepting new pins until you free a slot.
Keep the list to the records you actually open daily. A short list is faster to scan, and the limit means a stale pin is costing you a slot.
Removing and reordering
Remove — click the remove control on a pinned item (Remove from quick links).
Reorder — drag pinned items into the order you want.
Changes save on their own. There is no separate save step for the contents of the widget.
Items you cannot open
A pinned item stays in your list even if your access to that record changes. If you no longer have permission to open it, the item is not clickable and shows "You don't have permission to open this item". Remove it, or ask your administrator about the permission.
Your Quick Links follow your account
Quick Links are stored on your INNERGY user profile, not in your browser. Your pinned items are the same whichever browser or computer you log in from, and a change made on one device shows up on the next.
Note The arrangement of widgets on your Dashboard — position and size — is saved per browser, not to your account. Only the widget's pinned contents follow you. See What is the Dashboard? |
If you had Quick Links pinned before they became account-level, they were carried over automatically on your first login afterwards. Nothing needed re-pinning.
If the widget is empty
A widget with nothing pinned shows "No links pinned. Use 'Add links' to pin opportunities, projects, or work orders." That is the expected state for a new user, not an error.