Adding Links

Adding Links

Adding Links

  • Add Links
  • Delete Links

Links help you access third party applications and URLs to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click. Here are some examples where custom links in the CRM can be used:

  • Accessing Twitter profiles of your contacts: All the contacts in your account can have a field where you specify their Twitter ID. By creating a link for Twitter, you can directly go to the contact's twitter profile in a single click. Example: The link can be: https://twitter.com/#!/${Contacts.Twitter ID}
  • View maps: The CRM provides the Locate Map option to view the address of the contacts in Google Maps. If you want to view the address location using some other applications, then you can define a link.
Note
  1. The administrators and users with 'Customise the CRM' permissions in their profile can define links and set access permissions for them.
  2. Users will be able to access the links in their account only if they have the permissions to do so. These permissions can be defined under Set Permissions section by users who have 'Customise the CRM' permissions in their profile while creating the links.

Availability
Permission Required
Users with the Customise the CRM permission can access this feature.

To add links

  1. Go to Setup > Customisation > Modules and Fields.
  2. From the List of Modules, select the required module.
  3. In the Links and Buttons tab, click Create New Link.
  4. In the Create New Link page, do the following:
    • Enter a name for the link in the Label text box.
      The label should not exceed 50 characters.
    • Enter a Description for the link.
      The description should not exceed 250 characters.
    • Enter the value to construct the URL.
      The URL length should not exceed 3000 characters.
    • In Fields, choose the Module or CRM Variable and corresponding field from the drop-down list.
      On selecting, the field will be inserted as part of the URL.
    • In the Set Permissions section, choose the user profiles that are allowed to access the links. Users who have 'Customise the CRM' permissions in their profile can set access permissions for the links at the time of creating the links. Based on these permissions, other users can use the links.
    • Click Save.
      The link will be available in the Record Details page.

You can create a maximum of 10 links per module. The links can be deleted whenever you want. Only users with the Customise the CRM profile permission can delete links.

To delete links

  1. Go to Setup > Customisation > Modules and Fields.
  2. Select the required module from the list.
    The links of the selected module will be listed under the Links and Buttons tab.
  3. Click (the delete icon) corresponding to the link.


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