Attaching URLs to Records

In addition to attaching files to records, you can also attach URLs to records to provide team members with the latest information.

Attaching URLs to Records Using the New URL Button

You can create a URL attachment by using the New URL button in the Attachments view.

To attach a URL to a record using the New URL button  

1. Drill down on a field in the record to which you want to add the URL attachment.

2. Click the Attachments view tab.

   The Attachments list appears.

3. Click New URL.

   The Add URL dialog box appears.

4. Enter the URL in the URL field, or copy and paste the URL from a Web page into the URL field, and then click Add.

   The Add URL dialog box closes, and the URL appears as a hyperlink in the Attachments list. You can click this hyperlink to access the corresponding Web site. If you cannot access the Web site after adding it as an attachment, then you might not be connected to the network.

Attaching URLs to Records Using the Menu Button

You can create a URL attachment using the menu button in the Attachments view.

To attach a URL to a record using the menu button  

1. Drill down on a field in the record to which you want to add the URL attachment.

2. Click the Attachments view tab.

   The Attachments list appears.

3. Click the menu button, and then click New Record.

   A new record appears.

4. In the Attachment Name field, click the select button.

   The Add Attachment dialog box appears.

5. Enter the URL in the URL field, or copy and paste the URL from a Web page into the URL field, and then click Add.

   The Add Attachment dialog box closes, and the URL appears as a hyperlink in the Attachments list. You can click this hyperlink to access the corresponding Web site. If you cannot access the Web site after adding it as an attachment, then you might not be connected to the network.