Saturday, September 15, 2018

Add a Task Hyperlink to a Saved Search Results Page

1. Create a customer saved search using Reports> Searches > All Saved Searches > New.
2. Choose Customer.
3. Under the Results subtab choose Formula (Text).
4. Use the Formula:

Note: URL will depend on the Data Center account is located at. For example, if production environment URL is

5. Saved the search and preview the results.

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