Use the Links tab to link one or more external text files, graphics files, or email messages to a marketing campaign record. When you add a file link to the Links grid,
Ajera CRM creates a hyperlink between the link path specified in the
Link Path field on the grid and the file. Click the link path to open the file from the current record.
Contents
| Field | Description |
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| Files Drop-down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. When the Print Preview form displays, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.
Not all options are available on all grids.
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 Insert File Link
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Click this option to add a file link to the Links grid. This creates a link from the external file to the current record.
When you add a file link to the Links grid,
Ajera CRM adds a link that uses the file's path. To ensure that others can view the file, use the full UNC path, rather than a mapped drive or your local C:\ drive. For example, use \\ProjectServer\Pictures\ABC_Photo.jpg rather than G:\ABC_Photo.jpg.
If you move a previously linked file to a new location or change the name of the file, the link path is no longer valid and the hyperlink in the Links grid no longer works.
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| Insert URL
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Click this option to add a URL to the Links grid. Use this option to link web sites, FTP sites, email addresses, and newsgroups to the current record. If a web site, FTP site, email address, or newsgroup location changes, the hyperlink in this field no longer works.
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 Delete
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Click this option to delete a file from the Links grid. Use this option to delete an external file link or a URL from the Links grid.
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| Description
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Enter a brief description of the file link or URL, to help you distinguish the file link or URL from other files.
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| Link Path
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This field displays one of the following:
- The complete link path for an external file. Click on the link path to open the file link from the external location where it is stored.
- The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email.
To edit a file link path or URL, right-click it and then click the
Edit option. This disables the hyperlink feature and allows you to edit the information in this field.
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| Graphic
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This option is selected if the associated file link is a graphics file.
The link path name cannot contain any commas if you plan to use the linked graphic in certain merged proposals. See the Proposals section of the help for more information.
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