PracticeMaster Q&A: Including Links in the Calendar File

May 2020    Tags: ,

Is there any way to link to websites or documents from a calendar record?

Link text can be added to the Comments field in a Calendar record, or any memo field. Link text added to memo fields is clickable, provided it is in the correct format.

To make a link clickable, it must start with specific text such as “http:” or “https:” for websites, “\\” for UNC network paths, or “File:” to reference by a local file path. In order to include spaces in the file path, place the network path inside “<>“. For example: <\\NetworkName\ComputerName\My file name.pdf> or <File:Q:\Shared Files\Documents\Document Drafts_Folder>.

Alternatively, you can add one or more File or Web Page fields to the Calendar file. These field types allow you to add a clickable link to the record.

To add a File and/or Web Page field to the Calendar file

  1. From the Maintenance menu, select File Maintenance.
  2. Expand System Files, select Calendar, and then click OK.
  3. On the Field tab, click the (New) icon and enter a Field ID.
  4. Select a field type of File or Web Page.
  5. Enter a Field Name.
  6. Select any other options as needed and click Done.

You can now add the new field to the Calendar file via Form Designer. Form Designer can be accessed while on the List tab of any file via Edit | Form Designer.

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