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QuickLook Panel – Shortcuts

Brandengine’s new QuickLook shortcuts feature streamlines workflows by offering instant access to essential information directly within the current page, eliminating the need for time-consuming page navigation.

Quicklook launches by clicking on links that are present throughout the platform. These links have a yellow underline for easy identification. (a few examples are below)

Clicking a link will slide out the QuickLook panel on the right of screen – this is an overlay on your current page, essentially acting like a mini website with it’s own links and functionality, providing for a seamless workflow.

The information presented will vary on where you are in the platform and what you click on.

Use case examples

Contact Update

You’re in a quote , and need to change details about the contact.

Rather than leaving the quote and navigating to their Contacts record – just click on their name in the quote.

This will open a QuickLook that includes an Edit button – Pressing this opens a new window to make the necessary changes

On Save – the quote is automatically updated with the new info – and you haven’t left your quote.

Finance Check

You’re about to log a New Enquiry for an existing client.

On loading their company card you notice they’ve been given a Bad Payer tag so you want to check if their payments are up to date.

Clicking on their company name opens a Quicklook panel that gives you access to a summary of their activities – including a tab that shows Invoices.

The INV# link accesses a summary of the sale where you can request an Update from your account software (if integrated) so you have the latest info before liaising with your client.

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