Links tabs

You can view, insert and delete links for a selected masterfile, contact, document or transaction. Information in the grid cannot be edited. To edit a Link, double-click the Icon in the 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 set the root Links folder in Company Settings this may be a Links folder under the System, or in your Company data folder or a nominated folder which is accessible to all users.

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.


Grid Fields
Icon		Indicates the program or application the file will be opened in.
Link Type		Choose File, or Web.
File		The file path or URL. Note: Selecting a file from a white listed path automatically replaces any environment variables.
Category 1 Category 2		Categories can be added via Categories on the Maintain tab, or click Open Link Category `(Shift+F12)` beside the Categories. Labels can be replaced in Company Settings.
Reference		Can be filtered for on reports or Lookups or used in scripting.
Comment		Can be used as a reference and filtered in reports and Lookups, or used in scripting.
Inactive		Selected, the link is inactive, and will not be available on lookups.
Grid Toolbar
	Expand Toolbar `(Ctrl+F9)`	Expand the toolbar to give access to all toolbar options. Press `Esc` to close the expanded toolbar.
	Edit `(F11)`	Edit the selected link. Links On... will open.
	Insert `(F4)`	Insert a new link at the selected line.
	Move `(Ctrl+Up) (Ctrl+ Down)`	Select a link and reorder the list.
	Delete `(F3)`	Delete the selected link.
	Open `(F12)`	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.
	Print `(Ctrl+P)`	Print a report of the information in the grid.
	Filter / Sort List `(Ctrl+F2)` Clear Filter / Sort `(Ctrl+F3)`	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.
	Sort `(Ctrl+F` `2)`	Sort the list (for example, by reference).
	Customise `(Alt+F5)`	Opens Customise Fields, you can customise the fields visible in the grid.
	Refresh `(F5)`	Reloads changes other Users may have made.
	Show / Hide Inactive Links `(Ctrl+H)`	Show or hide Inactive links.
	Open File Location	Open the folder containing the linked file.
	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.
	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 ?.

In This Section

Link File

Links On...