Using Record Hyperlinks

Hyperlinks appear in a record that is in a list. They usually consist of blue text that becomes underlined when you move your cursor over the hyperlink. A hyperlink provides one-click access to detailed or additional information for the underlined text. For example, when an account name appears as a field in a list, it is shown as a hyperlink. This hyperlink allows you to link directly to the account profile in the Accounts screen.

Clicking a hyperlink that accesses information associated with a selected record and remains within the current screen is called drilling down.

Clicking a hyperlink that accesses information that is related to the current record but is outside the current screen is called drilling across.

When you drill across screens using record hyperlinks, you will remain in the same thread. This means you might find yourself in a new screen and view, but you will not see all of the records available in that screen and view. If you want to see every record in the new screen, you must click the current screen tab.

Tip:

You can use the thread bar to navigate back to the original record after drilling across. However, if you navigate to another screen using a screen tab or the Site Map, the thread bar resets.