Personalize your creation shortcuts

Open the top-bar + menu and choose Anpassa genvägar. Your choices belong to you in the current workspace and follow your account across devices. They do not change another person's menu.

All actions you are allowed to use appear by default. Use each row's switch to show or hide it, and its arrow buttons to change its position. The menu's Anpassa genvägar action stays available even if you hide everything.

Where both presentations exist, choose Fönster or Hel sida. Activity defaults to its popup so you can stay on your current page. Customer defaults to its company lookup; its page option opens a blank manual customer form. Actions with only one supported presentation show that presentation without offering an unavailable choice. Opportunity currently opens its normal full page.

The small arrow beside an action in the menu offers its other opening mode for one use, without changing your saved default.

To add your own shortcut, enter Namn and Sidsökväg eller HTTPS-adress, then choose Lägg till genväg. An internal page path begins with /, for example /reports. An external address must use HTTPS and opens in a separate browser tab. A shortcut does not grant access to a restricted page.

Choose Spara to apply your changes, or Återställ standard followed by Spara to restore defaults. If saving fails, your previous saved choices return and your draft stays open so you can retry.

Dashboard creation shortcuts use the same opening preferences. Existing dashboard button selections stay as you configured them; a new quick-create widget starts with all available actions. You can also open Anpassa genvägar from that widget's settings.