Posting a link to a PDF FIle in CRM

Karen MacNeil

Hello everyone,

does anyone knows if we can create a page in CRM that has a link to a PDF File ? and how that can be done .

We want to create a folder and add a list of PDF document related to revenue snapshot .

has anyone done something like this and how did yo do that ?

thanks!

Karen

Chris Whisenhunt

@Karen MacNeil this can be handled using oob functionality. You should be able to store links as a note type under documentation on the constituent record.

Karen MacNeil

@Chris Whisenhunt. Ok Thank you Chris.

These pfd documents are not necessarily related to a constituent record itself, but I guess we could work something out if this is the only solution.

Thanks again,

K

Arlette Slachmuylder

@Karen MacNeil

I was able to write a custom object that shows a link to a web page as a custom task, if you are interested in that route at all.

Chris Whisenhunt

@Karen MacNeil same solution just different view of it. Happy to discuss further.