Linking to an attachment within a note

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Occasional Contributor

Hi,

 

I am writing a note for a specific company and I would like to link to an attachment file which is saved for that company. Is that possible?

 

Thx,

Tamara

CRM
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Solution
Top Advisor | Partner

Hi @tamara3,

 

Yes! Just find your file in the right sidebar of your company record, right-click on the file you want to link and find an option like "Copy link location" (see the screenshot below from Mozilla Firefox, dropdown will look different in Google Chrome or Apple Safari). If you can't find this option in the dropdown, just left-click, wait for the new tab to open and copy the file URL from the address bar of the newly opened tab. You can then paste it in your note.

 

file.png

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

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Solution
Top Advisor | Partner

Hi @tamara3,

 

Yes! Just find your file in the right sidebar of your company record, right-click on the file you want to link and find an option like "Copy link location" (see the screenshot below from Mozilla Firefox, dropdown will look different in Google Chrome or Apple Safari). If you can't find this option in the dropdown, just left-click, wait for the new tab to open and copy the file URL from the address bar of the newly opened tab. You can then paste it in your note.

 

file.png

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.

View solution in original post

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Occasional Contributor

Perfect, thanks!

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