Using Hyperlink Fields
A Hyperlink user field lets you enter a website as data associated to an object in Suite, for example, you can add the website of the company where the person works, or a link where information about a matter resides. This article describes how to add, edit, and delete a hyperlink from a Suite object.
Prerequisite
A Hyperlink user field configured for the Suite object, see creating a user-defined hyperlink field.
Add a Hyperlink to the Suite Object
To enter the URL for a Hyperlink User Field:
1. Open eCounsel or Secretariat and select the object from the menu, for example: Person, Entity, Matter, etc.
2. Select New or click an existing object.
2. On the user field, click Add hyperlink.
3. On the Add/Edit Hyperlink window, enter the following information:
- Description: Enter any name for the URL.
- Hyperlink: Enter the URL. The URL must contain http:// or https:// at the beginning.
3. Click Save.
Edit a Hyperlink
You must have the right permissions to edit a hyperlink. A user doesn't have permissions to edit a hyperlink if the user field has been configured with a hyperlink and the [Edit] button doesn't appear. To edit a hyperlink:
1. Open eCounsel or Secretariat and select the object from the menu, for example: Person, Entity, Matter, etc.
2. Click an existing object.
2. On the user field, click [Edit], which appears next to the hyperlink user field.
3. On the Add/Edit Hyperlink window, enter the following information:
- Description: Enter any name for the URL.
- Hyperlink: Enter the URL. The URL must contain http:// or https:// at the beginning.
4. Click Save.
Delete a Hyperlink
You must have the right permissions to edit a hyperlink. A user doesn't have permissions to edit a hyperlink if the user field has been configured with a hyperlink and the [Edit] button doesn't appear. To delete a hyperlink:
1. Open eCounsel or Secretariat and select the object from the menu, for example: Person, Entity, Matter, etc.
2. Click an existing object.
2. On the user field, click [Edit], which appears next to the hyperlink user field.
3. On the Add/Edit Hyperlink window, click Delete.