Attach a Web Page to a Record

Use the Attachment button to link a website directly to the CSM system and attach it to a record as an additional reference.

To link a website to a record:

  1. Open a record in the Desktop Client.
  2. Click the Attachment button Attachments Button with Arrow, and then select Attach a web page.

    The Browse window opens displaying the web page browser.

  3. Browse to the website that you want to attach, and then click OK.