Blog

Copy Permalink of Individual Notes

February 7, 2020
Carlyn Manly
Author
Carlyn Manly

A helpful feature has been added to allow specialists to point their colleagues to a specific note in a request, problem, change, project task, etc.Ā  When they are writing an email or when they are in a videoconference, they can now share a hyperlink that takes their colleagues not just to a specific record, but to a specific note within the ā€˜Notes’ section of this record.

To obtain the permalink of a note, click on the vertical ellipsis at the far right of the note’s header.Ā  There the new option ā€˜Copy Link’ has been added.Ā  Selecting this option causes the permalink of the note to be copied to the computer’s clipboard.

Copy link option for copying the permalink of a note to the clipboard

Anyone who uses this link will be taken to the top of the note within the record that the note is a part of, provided of course that this person has the necessary access rights.Ā  Because the link is account-specific, it is useful only for the colleagues of the specialist who copied the link (i.e. the link will not work for specialists from other accounts).