CRM

mrprice
Participante

Hyperlink in field

resolver

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.

1 Solução aceita
StefaniUAT
Solução
Conselheiro(a) de destaque

Hyperlink in field

resolver

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 Respostas 2
StefaniUAT
Solução
Conselheiro(a) de destaque

Hyperlink in field

resolver

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