July 25, 2024
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The Quick Links menu provides easy access to some of the most often used features in Mango.

Accessing Quick Links

You can access Quick Links from the main toolbar.

• Click Quick Links.

Using Quick Links

The following features can be accessed via Quick Links:

• Client Setup – This option opens the Client View to allow you to create a new client record. For additional information, see the Clients View article.
• Shortcut Codes – You can use Shortcuts to speed up entry by expanding brief codes into long text in memo fields. For additional information, see the Shortcut Codes article.
• Manual Invoice – Click this option to open the Manual Invoice window, allowing you to start an invoice. For additional information, see the Manual Invoice article.
• Time Entry – You can add time records from anywhere in Mango using the pop-up Time Entry window. For additional information, see the Time Entry article.
• Expense Entry – You can add expense records from anywhere using the pop-up Expense Entry window. For additional information, see the Expense Entry article.
• Cash Receipts – Quickly access the Cash Receipts window to add a new payment. For additional information, see the Cash Receipts article.
• Client Notes – Adding a Client Note record from this pop-up window helps keep track of information for clients. For additional information, see the Client Notes and Clients View articles.
• To-Do – The pop-up Add To-Do window allows you to add tasks from anywhere in Mango, which will then be displayed on the To-Do tab of the Client View, as well as on your dashboard. For additional information, see the To-Dos, Clients View, and Home Dashboard articles.

Learn More

The following knowledge base articles contain additional information relating to Quick Links:

• Shortcut Codes
• Overview of General Settings