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Hello,

 

What we would like to do is provide a web link in an account's description box such that is would take them to a specific Knowledge base page related to dealing with that particular account. I do not have admin ability, and it appears this is not possible but is it possible as an administrator or is there some other way to accomplish this? We of course can put a note to go to Knowledge base and search for the article but that is rather convoluted with too many steps. This might also be done with a rule but that would be far more complicated than adding a link if possible. Can you add comments via a rule that contain a web link?

Hi there! Cat here from the Front support team 🌻

To do this you will need to ask an admin in your Front account to create a Custom field where this link can be stored on the Account level. Once that is done, you’ll be able to update the Accounts with the relevant KB link. I’m afraid this part will probably need to be done manually!

→ Understanding custom fields

→ Understanding Front accounts

Cheers,
Cat

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