Links

Various fields are displayed as links in Aurea CRM web.

For example, links can be used to link to records in a parent or child records. E-mail addresses and URLs can be entered as links that are opened in the associated application.

By default, links are displayed underlined.

Click on the link to carry out the action associated with the link type:

• If the link references another record, the record is opened in the default view.
• If the link is an e-mail address, your default mail client is opened. Depending on the settings configured by your administrator, you may need to add a new activity before you can write the e-mail.
• If the link is a URL, the web page is opened in a new browser window.
• If the link references a document, the document is opened in the associated application.
• Reps entered in rep fields are displayed in the quick view, where you can view information on the rep (e.g. e-mail address, telephone number).
• Telephone numbers are either opened in CRM.phone (if installed) or the application associated with the tel: protocol.

Assigning Icons to Links

Your administrator can determine that an icon is displayed instead of specific URLs in view mode. Click on the icon to open the URL.

If you switch to edit mode, the contents of the field are displayed and can be edited.

The following social media icons are available by default:

These icons are only displayed if a link to a profile is entered in the link field.