Setting up your custom QuickLinks
 

Step 1. Put your Quicklinks Portlet on your Dashboard

Your Administrator has by now created a Quicklink Portlet for you.   

Your job is to get that Portlet onto your dashboard and ….. Configure your Quicklinks.  Here is the process:

• Select the home icon on your NetSuite.

• Select “Personalize” on the Top Right

• Select “Custom Portlet”

This will put a new portlet on your Dashboard.

• Select “Setup” from the 3 dots on the top right of the custom portlet 

A “Custom Content Window” will open up.   Select “QuickLinks - ”Your Name"   (For example: QuickLinks - John Smith)

• Your Dashboard will now have a portlet on it that looks like the following: 

Step 2. Add new columns, headings and Quicklinks at your discretion.

• Take Note of the Portlet Number shown in the Red Box.  You will need this for the next step.

• Click on the Red Button “QuickLinks Designer” - ie Click the Red BUTTON (yes for the first time in our lives we are told to push the red button)  :-)

This opens up the Portlet Designer's landing page:
 

• Click “Edit Existing Portlet”
  •   “Select Existing Portlet” window will open.  
  • Select the Portlet Number that you noted at the bottom of your Quicklink Portlet.  

• Ok so did you not follow the instructions?  Remember - we said to note the portlet number.   In case you have forgotten, your portlet number is in the red box where the arrow is pointing.  

• This will open the Quicklinks Designer where you will enter your quicklinks.

Actions you can do in the QuickLink Portlet designer:

1. Change the columns from 3 to whatever you want.  For example:
 

• Click on the column field
• Delete the old number
• Enter new number
• Click somewhere outside the field so that your computer registers a change

This will cause the columns to regenerate with the new, correct, number of columns:
 

You can do this as many times as you desire.  In practise we find that anywhere from 1 to 10 columns is ideal but you can go much higher if you want.

2. Add/Edit a header:
 

• Decide on which one of the columns where you want the header to be
• Click on the “+ add button or header” rectangle in that column
• A pop-up window will open and will default to the type being “header | information”
   

This is the correct type so leave this as is.
 

• Add a title - whatever you want it to be:
   

• Click Add

Your header will now be in your chosen column:

 

3. Add a button/QuickLink

• Decide on which column you want the button/QuickLink to be
• Click on the “+ add button or header” rectangle in that column
• This will open a pop-up where the type has defaulted to “Header | Information”:
   

Change the Type field to “Button”
 This will cause the pop-up to have additional fields:
 

The title is what will display on the QuickLink to let the user know what it is so enter a unique title for the QuickLink into the title field.

The link is the URL that you want the QuickLink to open up to when the user clicks on it. You do not need to enter the https:// that appears in front of web-addresses. But if your address has a www then you will need to enter that.

Please enter in the URL - the easiest way to do this is to go to the webpage that you want to make the link to in another tab and the copy the URL, come back to this page and paste the URL in there.

Finally you can adjust the color either by picking on one of the preset options

• Click Add.

Congratulations - you have now added a header and a button.
Add as many headers and buttons as you want.  Below is an example of that can be done.

Note that we have 6 columns and we have multiple headers per column and we have grouped Quicklinks by Color.
You can now drag and drop your changes.

• Click “Save Changes”

• You many now refresh your portlet on your dashboard and you will see all your QuickLinks.
• If you want multiple portlets, you will need to ask your administrator to create a new portlet for you to edit and then add to your dashboard.