Links

Use the Links tab to connect relevant activities, sales, projects, documents, or websites to a record. For example, if you are going to a meeting with a company you have previously communicated with, you can add links to documents and sales you have already created for this company.

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Where the Links tab is available

The Links tab can be found in:

• Project screen
• Sale screen
• Follow-up dialog
• Document dialog

A dot appears next to the Links tab when it contains one or more links.

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Add a link in the Project or Sale screen

1. Go to the project or sale you wish to add a link to. (See Use the Find screen.)
2. Select the Links tab.
3. Click Edit () and then Add.
4. In the Add link dialog:
   • Choose link type: Options include URL, Project, Sale, Document, or Follow-up.
   • Select link target:
     • For URL, enter the website address.
     • For other link types, select a record from the list or type to search.
   • Enter a description: This will be the visible link text.
5. Click OK.
6. Click Save to store all changes.

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Remove a link

1. Go to the Links tab.
2. Click .
3. Click the Delete button (red X) next to the link you want to remove.
4. Click Save.

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Open a link

To view a linked record or site:

• Click the link to open a website in a new window.
• Double-click a linked project, sale, follow-up, or document to view its details.

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Add links in dialogs

When creating or editing a follow-up or document, you can add links as follows:

1. Open or create a follow-up or document.
2. Go to the Links tab and click Add link.
3. Follow the steps to select a link type, target, and description.
4. Click OK, then Save when you are done.