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Description - Inserting a Hyperlink

The CRM rich text editor enables you to insert hyperlinks while creating cases and follow-up records. In the Description field, you can choose to insert hyperlinks by selecting a text string and linking it to a valid URL. When you click on the linked text, the browser opens the hyperlink.

To insert a hyperlink:

  1. In the CRM home, click Create a case or a follow-up. The properties tab opens.

    Figure 66: CRM page, Create Follow-up, Properties tab

  2. Enter the Subject and Description.
  3. In the Description field, select text to be displayed as the hyperlink.
  4. Click from the menu. You may be prompted to allow scripted windows by your browser.

    Figure 67: Create follow-up, Insert Hyperlink

  5. Click where instructed and then click Temporarily Allow Scripted Windows option in the contextual menu.

  6. Click again. A dialog box opens prompting for a valid image URL.

    Figure 68: Insert Hyperlink, URL prompt

  7. Enter a valid URL and click OK. The link gets inserted in the Description. If you click on the linked text, a new browser opens the hyperlink.

    Figure 69: CRM page, Create Follow-up, Hyperlink inserted

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