The Related Links section allows you to add a hyperlink to a Client screen so that you can access important folders and documents quickly.
Chintaro doesn’t store documents, files or photos in the database itself but the Related Links section can link these if they are stored somewhere on your network:
NOTE: The file or folder you would like to link to must be on your network. If you link to something on your C Drive or Desktop, no-one else will be able to open it.
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.