{"id":8228,"date":"2014-07-14T05:24:41","date_gmt":"2014-07-14T05:24:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8228"},"modified":"2014-07-14T05:24:41","modified_gmt":"2014-07-14T05:24:41","slug":"quick-tip-hyperlinking-inside-your-notes-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/14\/quick-tip-hyperlinking-inside-your-notes-in-sage-crm\/","title":{"rendered":"Quick Tip: Hyperlinking inside Your Notes in Sage CRM"},"content":{"rendered":"

If you enter any url directly on notes, such as https:\/\/www.greytrix.com\/blogs\/sagecrm\/<\/a>, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM.
\nNew Stuff:<\/i><\/b><\/span> Adding Image Under Status Column on Grid<\/a>
\nLet\u2019s consider you need to add hyperlinks on the Notes entered for company entity. Here is the notes tab which has some information which is referring to some URL.
\n\"Notes1\"<\/a>
\nFollow below steps to add hyperlink on the URL entered into the Notes.
\n1) Navigate to Administration | Customization | Notes.
\n2) Go to Screens<\/b> tab and select NoteFilterBox.
\n3) Copy and Paste below code into the custom content section.
\n<script>
\nif (window.attachEvent)
\n{
\n\/\/send in the all table cells to the function
\nparseLinks(document.getElementsByTagName(“TD”));
\n}
\nelse if (window.addEventListener)
\n{
\nparseLinks(document.getElementsByTagName(“TD”));
\n}
\nfunction parseLinks(arr)
\n{
\n\/\/loop through the array
\nfor (var i = 0; i < arr.length; i++)
\n{
\n\/\/check if the class name is a list type class
\nif (arr[i].className == “ROW1” || arr[i].className == “ROW2”)
\n{
\n\/\/get the contents of each cell
\nhtml = arr[i].innerHTML;
\nvar urlPrefix = “”;
\nif (html.indexOf(“www”) > -1 || html.indexOf(“http”) > -1)
\n{
\nvar urlStart = “www”;
\nif (html.indexOf(“http”) > -1)
\n{
\nurlStart = “http”;
\n}
\nelse
\n{
\nurlPrefix = “http:\/\/”;
\n}
\nvar url = html.substr(html.indexOf(urlStart), html.length);
\nif (url.indexOf(” “) > -1)
\n{
\nurl = url.substr(0, url.indexOf(” “));
\n}
\nnewUrl = “<a href='” + urlPrefix + url + “‘ target=’_blank’>” + url + “<\/a>”; \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 arr[i].innerHTML = html.replace(url, newUrl);
\n}
\n}
\n}
\n}
\n<\/script>
\n4) Now navigate back to Notes tab of Company and you can see hyperlink joined with the URL that was entered in Notes.
\n\"Notes2\"<\/a>
\nJust to elaborate on above script, it searches through all the text that is entered in the Notes field and checks if any of the texts contains www or http. If exists, then it produces hyperlink on text. <\/i>
\nNote:
\nFor illustration purpose we had used Company entity. You can apply this to any other entity in Sage CRM.
\n<\/b>
\nUsing above steps, one can easily add hyperlink on the Notes entered and easily access them from Sage CRM :-).
\nAlso Read:<\/span>
\n<\/i><\/b>1) Hyperlink on Report columns<\/a>
\n2) Adding Hyperlink on Search Select Advanced Field in View Mode<\/a>
\n3) Adding tooltip to hyperlink<\/a>
\n4) Providing an Hyperlink to a related entity through Communication screen<\/a>
\n5) Remove hyperlink from list column based on value in other column<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

If you enter any url directly on notes, such as https:\/\/www.greytrix.com\/blogs\/sagecrm\/, it will not be automatically recognized as a link. With little client side scripting, Sage CRM can be customized to add hyperlink on the URL which is entered into the Notes field of Sage CRM. New Stuff: Adding Image Under Status Column on Grid\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[83,177,260,332,336,337],"tags":[833,1373,1678,2010,2030,2033],"class_list":["post-8228","post","type-post","status-publish","format-standard","hentry","category-crm72","category-hyperlink","category-notes","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","tag-crm7-0","tag-hyperlink","tag-notes","tag-sage-crm","tag-sage-crm-7-0","tag-sage-crm-7-2"],"yoast_head":"\nQuick Tip: Hyperlinking inside Your Notes in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/07\/14\/quick-tip-hyperlinking-inside-your-notes-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Quick Tip: Hyperlinking inside Your Notes in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"If you enter any url directly on notes, such as https:\/\/www.greytrix.com\/blogs\/sagecrm\/, it will not be automatically recognized as a link. 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