Create lightweight shortcuts to the tools you use daily, whether it is Google or one of the other platforms you use outside of Hummingbirds.
A common need when working compliance cases is to quickly jump between different tools, CRMs, platforms, etc. To ease this need, we’ve introduced a no-code feature called “Quick Links” that enables your organization to create lightweight shortcuts to the tools you use daily, whether internal or external to Hummingbird’s platform.
Below are a few scenarios where you may want to use Quick Links. Of course, every organization will have a different use case; these serve only as examples.
Example 1: You want to link out to a Google search, which queries for a person’s name followed by the keyword “fraud” to check if they have been involved in any fraudulent activities. Example:
- If the person’s name is “Smaug the Dragon,” then;
Example 2: You want to link to your internal tool, which opens a person’s profile in your admin interface. You could use the person’s external_id as the resource slug. Example:
- If the person’s external_id is “ABC-123”, then;
Example 3: You want to link out to an internal search portal. Example:
When you open up a Person profile (e.g., John Doe Smith) and you will see your Quick Links populated on the right-hand side.
However, if you open up a Subject in the Case view you will see your Quick Links populated on the left-hand side.
A new browser will open when you click a Quick Link. You can take a screenshot of the search results and drag and drop it into Hummingbird to add to your case.
If you have any interest in adding a new Quick Link, please reach out to your Hummingbird representative or email [email protected]. We will work with you to configure your custom QuickLink.