CRM

mrprice
参加者

Hyperlink in field

解決

I'd like to be able to add a hyperlink in a text property (or other custom property) and have it displayed in the table as a clickable link. We have a requirement to link Deals together and having the ability to create a custom hyperlink property would be great.

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StefaniUAT
解決策
キーアドバイザー

Hyperlink in field

解決

Hello,

I personally have not seen the ability for a hyperlink in the text field. However, you can do it based off notes or tasks. So after you are done linking, create a quick note or task in the deal with the link. I would do a pinned note in the deal if it were me. That way it's always up at the top. You can also pull reporting based off notes contain .com, etc. 

 

Does this fix your issue?

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

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2件の返信
mrprice
参加者

Hyperlink in field

解決
StefaniUAT
解決策
キーアドバイザー

Hyperlink in field

解決

Hello,

I personally have not seen the ability for a hyperlink in the text field. However, you can do it based off notes or tasks. So after you are done linking, create a quick note or task in the deal with the link. I would do a pinned note in the deal if it were me. That way it's always up at the top. You can also pull reporting based off notes contain .com, etc. 

 

Does this fix your issue?

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect