Field to open a folder

SUGGESTED

I need to create a field in CRM that has a link to project folder on the file server.

We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number).

On the file server we have projects listed starting with the same 2-xxxx number followed by a description. So 2-1234 My Project.

The link in the field would then look like \\servername\projects\2-1234. The \\servername\projects\ bit is always the same and the 2-1234 bit is taken from the project number field. The user clicks it and it opens the folder of the relevant project.

Is this easy to achieve?

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  • 0

    This is an old post I know, but I'm looking to do the same in CRM v2023. Is there anyway in a list of orders to have a column that has a link in it that can be clicked and it opens a particular file?

    e.g. if I auto populate a field on Orders with a path \\MyServer\Invoices\Invoice_124.pdf then in the Orders list I can could have icon instead or some smaller text that the user can click on and the PDF opens? 

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  • 0

    This is an old post I know, but I'm looking to do the same in CRM v2023. Is there anyway in a list of orders to have a column that has a link in it that can be clicked and it opens a particular file?

    e.g. if I auto populate a field on Orders with a path \\MyServer\Invoices\Invoice_124.pdf then in the Orders list I can could have icon instead or some smaller text that the user can click on and the PDF opens? 

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