The Quick Links area is available on the Account Locate screen in Epic and provides quick and easy access to information related to the client account without having to actually navigate through the account.  


The following information is available through Quicklinks:


  • Account Servicing Roles/Contacts
  • Account Structure
  • Account Balance
  • Recent Services
  • Current Policies
  • Recent Attachments
  • Recent Certificates Entered

  • Recent Transactions
  • Open Activities
  • Open Claims
  • Open Opportunities
  • Agency Defined Categories
  • Relationships


Issue

The Quicklinks area is not visible from the Account Locate screen.


Solution

  1. On the Account Locate screen in Epic, click on the icon in the bottom right corner that looks like two arrows pointing upwards.  This should open up the Quicklinks area.  This should successfully open up the Quicklinks area in your view.