Adding personalized menu shortcuts allows you to streamline your dashboard by creating direct links to your favorite websites or tools. Follow these steps to set up and manage your custom shortcuts effectively. Step 1: Access the Custom Menu Links Section 1. Log in to your Agency account with admin privileges. 2. Navigate to the settings menu and select the "Custom Menu Links" option. Step 2: Begin Creating a New Shortcut 1. In the "Custom Menu Links" area, click the "Create New" button to start the process of adding a new link. Step 3: Enter Details for Your New Shortcut 1. Fill out the form with the following information: Icon Selection: Choose an icon that visually represents the link’s purpose. Link Name: Provide a meaningful name for the link, such as "Team Portal" if it’s linking to a specific tool. URL: Input the web address or tool location you want to link to. Sidebar Display Option: Decide whether the shortcut should appear on the Agency Sidebar, the account-specific sidebar, or across all accounts. You can also choose specific accounts if you prefer not to show it universally. Link Behavior: Choose whether the link should open within an iframe on the CRM platform or in a new browser tab. Some links might require opening in a new tab for proper functionality. Camera and Microphone Permissions: Enable access to the camera and microphone if the link will be used within an iframe, enhancing interactive features. Step 4: Save and Publish Your Shortcut Once you’ve completed the details for your new shortcut, click "Save" to add it to your menu. With these steps, you’ll be able to efficiently set up and manage personalized shortcuts on your dashboard, enhancing your access to key resources.