Is there a way to have an external URL open when a user clicks a record on a dashboard or report?
Hi everyone, we have a custom CRM system we built and we were looking at Zoho for its reporting capabilities. So for example we might have a chart on a dashboard that shows opportunities, with how many are in each stage of a sales funnel. If I click on the opportunity name, I'd love it if it was able to open a new tab and go to a URL that I specify, being the URL to this record in our CRM system. That way users can be browsing a report or dashboard in Zoho and easily still click to then work on that record in our system. Same with if they click on the Company Name field, it opens the company record in a new tab in our CRM. Is that possible at all either out of box or even with workarounds? Love any suggestions, thanks!
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