Attach a Web Page to a Record

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

To link a website to a record:

  1. In the CSM Desktop Client, open a record.
  2. Select the Attachment button, 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 select OK.