To add an Integration Link, open the System Administrator menu and select Integration Link under System Configuration. The form will allow a System Administrator to create, edit, and delete integration links. You will notice a set of default or common integration links to get users started. Integration Links can be created to include any database field as a parameter in the URL.
Important
If you are not familiar with setting up parameters, please consult a member of your IT Team who can help you.
Create/Edit Link Form
A form allowing a System Administrator to add a URL, define how the URL will open, and set window properties for the URL.
- To create a new link, click on 'New'
- The Integration Link Setup window will open
- Enter the Link URL for the website. This may take a few attempts to get the correct URL
- Enter the Link Text that you would like to have displayed on the detail screens
- Enter the Description that you would like to have displayed on the detail screens
- Set the Width and Height, this will determine the size of the window when it opens up
- Select the detail form you want the link to show on. (In the example, the Business and Contact forms have been selected)
- After you have made all of the changes and selected your window properties, click Save on the top of the screen to save all of your changes