Our company has two web-based online systems: the Infusionsoft system managing customer interaction and the back-end system, which a parallel record for each customer. We want to make it easy for administrators to go from the Infusionsoft to the corresponding record in the back end system.
The back-end system provides a simple URL to locate a record based on the Infusionsoft customer record ID, for ID 56798, say:
https://our.back.end?q=56798
How can we make it so that it’s easy to find and click that link from the Infusionsoft contact edit screen?
You’ll need to programmatically (via the API probably) populate a field in Infusionsoft with the URL to the record in your back-end system. I would utilize the Website field in Infusionsoft unless you’re already using it. If you are already using it, create a Custom Field that’s a Website type. The Website/URL type fields have a blue arrow next to them when you’re looking at the Contact record. If you click the blue arrow, the URL opens in a new tab.
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To add to what @Tyler_Garns has suggested, maybe it would be most helpful in your model to create contact notes with the link in them. That way the contact can be viewed, a note selected and the link clicked all from within
the contact interactive view.
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Excellent! That’s exactly the kind of thing I was hoping for. John’s suggestion is good too, but actually doesn’t suit my requirement, which is an easily accessible link.
Thank you. You guys rock!
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