08-23-2018 08:44 AM
A long time ago I linked a folder from a URL field over a network using something like
Where forms was a folder on a mapped drive under the ACT folder.
Anyone please jog my memory? (Please note I do not want to use the existing linking in history or attach documents options.)
08-23-2018 02:12 PM
If you already created an access unit on the network ... you do not need \\
In that case, it is enough with D:\FOLDER\Sub-Folder\
If you do not have the network access unit ... then the way to call the share is \\Server\Shared Folder\
I'm not the most expert, but other users of this community are going to make a better suggestion
08-24-2018 03:46 PM
If you are trying to add a URL to your notes or history, the syntax is important and spaces require %20.
Here is a sample
Alternately, we have an Act! addon called Scan and Organize for Act! www.scanandorganize.com
This addon allows you to link contacts, groups, companies or opportunities to folders on your local or network drives. It even works with Dropbox and Onedrive. Here is video if you are interested https://www.youtube.com/watch?v=tc7_50iqlEo&t=1s
Let me know if my syntax above works for you.
Allied Financial Software, Inc.
08-25-2018 01:19 AM
Thank you for the reply.
The odd thing is that D://ACT\Completed Forms works where it is a local drive but not when it is a mapped drive to another server, all permissions are correct.
Will try your suggestion next week.