Hyperlinks let users store documents in locations outside the Address Book and then link to the documents in Maximizer; instead of storing the documents directly in the Address Book. This can be beneficial for a number of reasons:
- You want to store documents larger than the allowed size.
- You want to store a large quantity of documents; dramatically increasing the size of your database.
You can add hyperlinks to Address Book entries; Customer Service cases; Campaigns; and Opportunities.
- Click on the entry to make it the current entry.
- Select the Documents tab.
- Click Hyperlink.
The Hyperlink dialog box opens.
- In the Name field; enter the name of the document.
In the Hyperlink field; enter the URL of the document.
Specify other properties of the document; such as Category; Description; Full access; and Read access.
- Click OK to save the hyperlink as a document with the entry.