Web Links Management

Overview

Web links support integration between your database(s) and other web-based applications such as Google, Yahoo, Hoover’s and MapQuest.

Authorized administrative users can add, update and delete the web links that display on the Record Update page for a record by clicking on Administration at the top of any page and then going to the Manage Web Links section.

Access Privileges

Only those users with appropriate administrative privileges can access this function to add, update and delete web links.

Web Links

To add, update or delete web links, click on Administration at the top of any page and then click on Manage Web Links to display the existing web links.

Add a new web link

To add a web link, click on the orange Add Record tab above the Web Link List. Select the type of web link, enter the label, description and web link and click Submit.

Required Fields
When adding a web link, the type, label and web link fields are required.

Standard Web Links
Standard web links are pre-defined web links for common, web-based applications including Google, Yahoo, Hoover’s and MapQuest. Simply elect one of these standard web links and the system will populate the Web Link field below with the appropriate code; no additional changes are needed for the web link.

Insert Field
To add a custom web link, enter the appropriate code in the Web Link field. You can add elements to the link that will be populated with information from the Record by selecting the relevant field from the Insert Field pick list. The list of fields includes all of the available fields from the Record.

If you select one of the fields from this list, you can see the format for the placeholder in the web link. For instance, selecting Company adds the following to the web link: {!Company}. When the web link is displayed on the Record Update page, the {!Company} placeholder is replaced with the name of the company from the Record.

Update an existing web link

To update an existing web link, click on the edit hyperlink to the right of that web link on the main Web Link List page. Enter any changes to information for the web link and click Submit to save changes.

Delete an existing web link

To delete an existing web link, click on the delete hyperlink to the right of that web link on the main Web Link List page. You will be asked to confirm that you want to delete this web link. If yes, click OK. If not, click Cancel.

Record Update page

If you have defined any web links, the Record Update page will include a Custom Links section. Clicking on the link(s) in this section will open a new browser window for the link.

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