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Navigating the Quick Links Menu

Overview of the Re-Leased Quick Links Menu — navigate Company Name, Search Bar, Add button, Help, and Credia to quickly access records, create items, and take action across your property portfolio.

Updated over 2 weeks ago

The Quick Links Menu in Re-Leased provides fast access to key tools for navigating and completing tasks across your property portfolio.

Self-guided demos:
Navigation (approx. 20 mins)
Navigation (EMEA)

Animated overview of the Quick Links Menu in Re-Leased showing Company Name, Search Bar, Add button, Help button, and Credia


1. Company Name

The currently selected company is displayed at the top of the page — useful when managing multiple entities. Switch companies via Settings or by using the Company filters under Properties & Leases/Tenancies.


2. Search Bar

The intelligent search bar lets you find records quickly and take action directly from search results:

  • Properties — initiate maintenance, schedule an inspection, or add a new tenancy.

  • Leases/Tenancies — record a payment or end the current term.

  • Documents — download files straight from search results.

  • Contacts — access contact-specific options for efficient communication.


3. Add [+]

Use the Add [+] button to immediately create properties, contacts, and notes. Users managing Client/Trust Accounts also have access to bank deposits and disbursements from here.


4. Help [?]

The Help icon links to customer support, the Help Centre, and the latest platform updates.


5. Credia

Credia reads incoming emails and takes action on your behalf — creating maintenance tasks, reminders, notes, and work orders.

Note: Connected Accounting customers will see an additional button for tracking the connection status of their accounting platform integration. See Introducing the Sync Overview Page for Connected Accounting Customers.

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