Quick Links � Add Shortcuts to Any Record

Quick Links let you pin named URLs to every opportunity and company record in your CRM. Once you define a link type � like "Google Drive" or "Notion" � a URL field for that type appears on every record, giving your team one-click access to the tools they use alongside each opportunity.

Set up Quick Link types

Go to https://app.trustpager.com/settings/crm and scroll to the Quick Links section.

Type a name for the link type � for example, Google Drive, Notion, Dropbox, Jira, or any internal tool � and click Add. Repeat for as many types as you need. You can reorder them by dragging, or remove a type with the delete icon.

Changes save automatically.

Add a link to a record

Open any opportunity or company record. In the right-hand sidebar you will see a Quick Links section with a field for each type you configured. Paste the URL into the relevant field and it saves instantly. Click the link at any time to open it in a new tab.

Each record holds its own URL for each type � so one opportunity can point to one Drive folder while another points to a different one.

Quick Links vs URL custom fields

Both features store links on a record, but they serve different purposes:

• Quick Links are workspace-level shortcuts. You define the type once and every record gets that same named slot. Use them when the same kind of link exists on every record � the project folder, the shared Notion doc, the Jira board.
• URL custom fields (configured in the Additional Information section of CRM Settings) attach a typed, labelled link field to a specific entity. Each field has its own label and value, and a single record can carry many of them � an AFSA portal link, an ATO reference, a client brief URL. Use custom fields when the links differ in meaning from record to record.

Remove a Quick Link type

In CRM Settings under Quick Links, hover the type and click the delete icon. Removing a type hides the field from all records � any URLs your team had saved for that type are no longer visible, though the data is retained if you re-add a type with the same name.

For the full list of CRM Settings options, see How to Configure CRM Settings.