The Auto-Links window creates dynamically generated links from Kaseya BMS and links to specific details from the QuoteWerks quote. These links are automatically created.
This functionality provides users with an easy way to view the contact(s) from the quote, the opportunity that was created based on this quote, the activity (such as follow up calls), and the Kaseya BMS quote associated with this opportunity. Clicking on one of these links will open Kaseya BMS and display the link information. For example, clicking on the "View Opportunity in Kaseya BMS" link would open this specific opportunity in Kaseya BMS for you.