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:
- In the CSM Desktop Client, open a record.
- Select the Attachment button, and then select Attach a web page.
The Browse window opens displaying the web page browser.
- Browse to the website that you want to attach, and then select OK.