Personalize your creation shortcuts

Open the top-bar + menu and choose Tilpass snarveier. 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 Tilpass snarveier action stays available even if you hide everything.

Where both presentations exist, choose Vindu or Hel side. 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 Navn and Sidesti eller HTTPS-adresse, then choose Legg til snarvei. 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 Lagre to apply your changes, or Gjenopprett standard followed by Lagre 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 Tilpass snarveier from that widget's settings.