With Web&Map it is possible to open a specific URL directly in the Web tab in Daylite. This is especially handy when a Daylite project or opportunity needs to be linked with a project folder on your file server or a webpage.
To add such a link, please follow these steps:
- Select the desired record (contact, company, project or opportunity)
- Open the Web tab
- Click the cog wheel and select Add to Object
- Enter the desired link or URL and click Add
- In case of a project or opportunity the added web reference will show in the object's history. Web references for persons and companies will show in the object's details
Proceed as follow to open a stored link or URL:
- Select the desired record (contact, company, project or opportunity)
- Open the Web tab
- Select Browse to web reference
- The selected link or URL will then be opened within the Web tab
Related articles
What is Web&Map?
🎬 Can I view linked objects in the detail view?
🎬 How can I display selected people and companies on a map?
🎬 How do I conduct a vicinity search using Web&Map?
🎬 Can Web&Map update the geo data of my Daylite contacts in the background?