You can view links for the selected masterfile, contact, document, transaction or Company (Global Links). To edit a Link, double-click the Icon in selected row, or click
Record Open (F12). The link will be opened in the relevant program or application.
You can add links to pictures, brochures, manuals, websites, and other related files and objects outside Accredo. For example, you may wish to link PDF files of Invoices to Creditor records.
Drag files from MS Explorer to add a link or click
Select File (F2) in the File field, to browse and select a file. Accredo stores links to files, not the files. We recommend having a system for storing, managing and backing up groups of files that are accessed from the Links tab. You can use the Links folder in your main Accredo folder, as this will be accessible to all users.
Links On... will synchronise with the Lookup selection, so if you select another record, it will show details for the selected record.
Hint: Add a Send to Links Folder option to the right-click menu from Accredo > View > Preferences > General tab > Add Links Folder to Send To list.
Code / ID |
The record associated with the Links. For Global links, this is GLOBAL. |
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File |
The Masterfile of the record. For Global links, this is GLOBAL. |
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Memos On |
The File description. |
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Grid Fields |
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Icon |
Indicates the program or application the file will be opened in. |
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Link Type |
Choose File, or Web. |
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File |
The file path. |
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Category 1 Category 2 |
Categories can be added via Categories on the Maintain tab, or click |
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Reference |
Can be filtered for on reports or Lookups or used in scripting. |
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Comment |
Can be filtered for on reports or Lookups or used in scripting. |
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Inactive |
Selected, the link is inactive, and will not be available on lookups. |
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Toolbar |
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Expand Toolbar |
Expand the toolbar to give access to all toolbar options. Press |
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Edit |
Edit the links on the record. |
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Insert |
Insert a new link at the selected line. |
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Move |
Select a link and reorder the list. |
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Delete |
Delete the selected link. |
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Open |
Select a link, then launch the appropriate application to open the file. You can also double-click anywhere in the link line to open the link. |
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Print |
Print a report of the information in the grid. |
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Filter / Sort List Clear Filter / Sort |
Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied. This is not available in Edit mode. Filters will be cleared when in Edit mode. |
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Sort |
Sort the list (for example, by reference). |
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Customise |
Opens Customise Fields, you can customise the fields visible in the grid. |
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Refresh |
Reloads changes other Users may have made. |
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Show / Hide Inactive Links |
Hide or show inactive links. |
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Open File Location |
Open the folder containing the linked file. |
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Copy (or Move) and Link |
Open the Link File dialog to copy or move a file to the Links path and add a link to it. |
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Validate Links |
Tests if the files links point to are found and populates Last Modified for the file. The Icon for any broken links changes to ?. |