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.

Note: The New URL button is not available in standard-interactivity plus mode.

To attach a URL to a record

1. Drill down on the record to which you want to attach the URL.

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 URL appears as a hyperlink in the Attachments list. You can click it to access the corresponding Web site.

Note: If you cannot access the Web site after adding it as an attachment, it might be because you are not connected to the network.