Custom button

1. What Are Custom Buttons / Links?

A Custom Button or Custom Link is a user‑defined element you can place on various record pages (Contacts, Accounts, Opportunities, etc.) or in the global navigation. When clicked, it can:

• Open a webpage in a new or current window
• Display a popup modal
• Trigger a custom action or script (for advanced use cases)

This allows you to seamlessly integrate external websites, documents, or internal workflows right from within InvestGlass.

2. Creating a New Button or Link

1. Go to the Custom Buttons/Links Section

   • Typically found in My Account → Company → Buttons / Links (naming may vary depending on your environment).

2. Click “New Button / Link”

   • This opens the page shown in the screenshot, where you’ll configure your custom element.

3. Fill Out the Fields:

   • Label Name
     • This is the display text shown to users, e.g., “Open Research Report.”
   • Button Name
     • The internal name for your reference—can be identical to the label or slightly different.
   • Button Icon Class
     • (Optional) Add an icon if you want a small graphic on your button. For example, you might use a Font Awesome class like fa fa-external-link.
   • Button Color
     • Enter a hex code or color name if you want a custom color (e.g., #FF5733 for orange).
   • Description
     • Provide details about what this button does or link is for. This helps teammates understand its purpose.

4. Display Type

   • Button or Link.
   • “Button” typically appears as a clickable box, whereas “Link” will look more like standard text hyperlink.

5. Object Type

   • If you want the button to appear on a specific object’s page (e.g., Contact, Account, Opportunity), select it here.
   • If set to “None,” the button may be placed in a more generic location.

6. Button Position in the Page

   • Decide where this button appears—for instance, on the View (single record) page or in a list view.
   • “View (single record)” means it shows up on the detailed page for that record (e.g., a specific Contact page).
   • Grid means that you will show it it on multiple records.

7. Behavior

   • Display in new window: Opens the link in a new browser tab.
   • Display in current window: Redirects the user in the same tab.
   • Display in modal: Pops up a modal window on the same page—useful if you want to show additional info or a smaller embedded webpage without leaving InvestGlass.

8. Save

   • Click Save to add your custom button/link to the system.

3. Editing or Removing Existing Buttons/Links

1. Locate the custom button or link in your buttons/links list.
2. Click the three dots (⋮) or Edit to modify fields like label, color, or behavior.
3. Choose Remove if you want to delete it entirely.

4. Advanced Tips

1. URL Parameters:

   • You can often pass dynamic CRM data (like a Contact ID) into the link’s URL, so the external page can receive context about the current record. This is typically done with placeholders or query parameters (e.g., ?id={contact_id}).

2. Modal Behavior:

   • When using “Display in modal,” ensure the external link or page you’re embedding fits in a pop‑up window. Some websites may block iframing—test to confirm it displays properly.

3. User Permissions:

   • If the custom button reveals sensitive data or triggers an admin action, limit who can see or click it by configuring appropriate user roles or permissions.

4. Theming & Consistency:

   • Keep color, naming, and icons consistent to avoid confusing end users. For instance, use one color scheme for “Research” links and another for “Internal Tools.”