07-17-2014 09:00 AM
Is it possible to link to an entire folder instead of a file when linking through shortcut on the documents section. We have many files per customer that are constantly changing, and it would be idea to be able to link to a folder instead of a file.
07-21-2014 01:47 PM
Act! Does not have the ability to do this from the documents tab, however, if you're only dealing with shortcuts anyway, you can create a new Website field, then put the file path for that contact's folder in the website field, headed by File:///. So for example, let's say your contact, John Smith's documents are in C:\John Smith you would put: File:///C:/John Smith
This will allow you to click that link and automatically be taken to the folder where his associated documents are.
Hope this helps!