Add/Delete Links

Add/Delete Links

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. 
  5. 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.
  6. 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 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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