Adding Links
How Can I...
Links help you access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click. Here are some examples where custom links in Zoho CRM can be used:
- Accessing Twitter profiles of your contacts: All the contacts in your account can have a field where you specify their Twitter ID. By creating a link for Twitter, you can directly go to the contact's twitter profile in a single click. Example: The link can be: https://twitter.com/#!/${Contacts.Twitter ID}
- View maps: Zoho CRM provides the Locate Map option to view the address of the contacts in Google Maps. If you want to view the address location using some other applications, then you can define a link.
Note:
- The administrators and users with 'Customize Zoho CRM' permissions in their profile can define links and set access permissions for them.
- Users will be able to access the links in their account only if they have the permissions to do so. These permissions can be defined under Set Permissions section by users who have 'Customize Zoho CRM' permissions in their profile while creating the links.
Availability
Profile Permission Required: Users with the Customize Zoho CRM permission can access this feature.
Add Links
To add links
- Go to Setup > Customization > Modules and Fields.
- From the List of Modules, select the required module.
- In the Links and Buttons tab, click Create New Link.
- In the Create New Link page, do the following:
- Enter a name for the link in the Label text box.
The label should not exceed 50 characters. - Enter a Description for the link.
The description should not exceed 250 characters. - Enter the value to construct the URL.
The URL length should not exceed 3000 characters. - Select the Field from the drop-down list.
On selecting, the field variable will be inserted as part of the URL. - In the Set Permissions section, choose the user profiles that are allowed to access the links. Users who have 'Customize Zoho CRM' permissions in their profile can set access permissions for the links at the time of creating the links. Based on these permissions, other users can use the links.
- Click Save.
The link will be available in the Record Details page.
- Enter a name for the link in the Label text box.
Delete Links
You can create a maximum of 10 links per module. The links can be deleted whenever you want. Only users with the Customize Zoho CRM profile permission can delete links.
To delete links
- Go to Setup > Customization > Modules and Fields.
- Select the required module from the list.
The links of the selected module will be listed under the Links and Buttons tab. - Click
(the delete icon) corresponding to the link.
Related Articles
Customizing Links and Buttons
Zoho CRM offers several out-of-the-box features to extend business logic into CRM, which includes the ability to build custom fields, forms, modules, and pages to cater the unique needs of your business. In addition to this, you can now start ...Adding Users
How Can I... Add Users Modify Users Re-Invite Users [Frequently Asked Questions] Users with the Manage Users permission in their profile can access the users' list and perform tasks such as adding users, modifying the user details, and view the apps ...Setting up Fields & Links Permissions
Set Access Permissions for Fields With the field-level security, you can control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to ...Adding Custom Related List
How Can I... Add Custom Related Lists Use Custom Apps as Related Lists Third Party API as Related List Use From Gallery Create Custom Functions Edit Custom Related Lists Hide Custom Related Lists Delete Custom Related Lists Each record in ...Adding Custom Related List
How Can I... Add Custom Related Lists Use Custom Apps as Related Lists Third Party API as Related List Use From Gallery Create Custom Functions Edit Custom Related Lists Hide Custom Related Lists Delete Custom Related Lists Each record in ...