Articles on: CRM

Custom Buttons & Links

Create a Button

In order to create a button, follow My Account – Company – Custom Buttons and Links. There you can click on + New Buttons / Links.

A new page will open where you can specify the following:

Label name
Button name
Display button (button or link)
Resource type
Content source

The resource type is important as it decides where the button is going to be displayed, i.e. contacts, accounts, securities, contracts, relations.

Securties are InvestGlass legacy security page. No-item Securties and prodhcts are the new system which is used when you import new securities into the system.

Once your button is created you can check on the top right in the relevant resource, e.g. the image below portrays an example in contacts (New button is "TEST")

Edit a button

When you want to edit, clone, or remove a button, click on the three dots on the right of the relevant button on the Custom Buttons and Links page.

Updated on: 11/07/2022