Web URLs power the modern internet: be it links off to websites, Google Drive or SharePoint documents, transactional pages or many other types of link. Whilst there is an important business requirement to store these links within your CRM, URLs are often long and unfriendly-looking and therefore not optimal to display within a standard text field. This is why we at BuddyCRM decided to create a specific data type for storing URL links in a friendly and easy to read manner.
In Admin > Data Management > Custom Fields, we have created a new type of field called URL, that can be added to the Master Details, Trading Profile or Opportunity areas:
Once added, this field will then show within the area of BuddyCRM that the field was created for.
When entering information into the field, we have also provided a ‘label’, which is a user friendly label for the entry. This means that the front-end of the CRM is not cluttered by long or ugly-looking URLs:
When this displays on the front-end, the label is actually clickable and will take you to the link when clicked:
This feature makes it nice and easy to store important external links, without cluttering up your CRM.
If you require assistance with creating fields please contact support@buddycrm.com.