Site Links and Their Usage

[CommunityJedi22]

Site Links can be used to link to external information or send data from ChannelOnline to an external system. To create site links go to Admin > Company Settings > Site Links located on the left navigation menu.

For sending to external locations, you will want to:

1. Create an encryption key to decrypt the data sent from ChannelOnline.
2. Enter Link Description and Link URL below.
3. Optional: Use merge fields to insert data from ChannelOnline into URL parameters.

Links appear in these areas of the application:

• Customers – Make links that show up internally on the account view page within the Account Actions widget. An example would be a link to Dun & Bradstreet.
• Documents – Create links that can be visible on different document types internally or externally. Document types include: quotes, orders, proposals, invoices, and RMAs. For example, a link tothe  Return Policy on RMA documents.
• Internal – Create links for use by personnel and control which users have access. These are often used to submit information to an external ERP or accounting system.
  • Use Access Rights to determine which links show up for users.