CRM Help

Adding Links

Links help you define functions to 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 Fields & Links Permissions by users who have 'Customize Zoho CRM' permissions in their profile.

Availability

Profile Permission Required: Users with the Customize Zoho CRM permission can access this feature.

Add Links

To add links

  1. Click Setup > Customization > Links.
  2. In the Links page, select the module from the drop-down list.
  3. Click Create Link.
  4. In the Create 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.
    • Click Save.
      The link will be available in the Record Details page.

Set Access Permissions for Links

After the links are created, users who have 'Customize Zoho CRM' permissions in their profile can set access permissions for the links. Based on these permissions, other users can use the links.

To set access permissions

  1. Click Setup > Users & Permissions > Fields & Links Permissions.
  2. In the Fields & Links Permissions page, do the following:
    • Select Profile from the drop-down list.
    • Select Module from the drop-down list to filter and view the links of the selected module only.
    • Click Links as the Category.
      The links for the selected module will be listed.
    • Click Edit to change the permission.
    • Make the necessary changes and click Save.

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

  1. Click Setup > Customization > Links.
  2. In the Links page, select the module from the drop-down list.
    The links of the selected module will be listed.
  3. Click the delete icon corresponding to the link.

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