The Related Links section allows you to link information that is stored on your computer network to a Client record in Chintaro. Chintaro doesn’t store documents or photos in the database itself, but the Related Links section can link these documents or files as a hyperlink on the Client screen for easy access. 

Adding a Related Link to a Client Screen

To add a related link to a Client Record, press the  button. The Related Links pop up will appear. Enter the name of the file/folder next toLink Name, and <TAB> to the Link section. 

From here, click either FILE or FOLDER depending what it is that you would like to link.

Press  to save the Related Link. Click on the hyperlink to open the file/folder you have linked.

Removing a Related Link from a Client Screen

To remove a Related Link from a Client Record, click the box on the left hand side the Link Name to highlight the row:

Press the <DELETE> key on your keyboard:

Press Yes to delete the link. 

Click here to see next Solution: Client Notes