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How to Add a Web Link to a Contact in BoldDesk

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Contacts can store external web links as reference URLs, such as a CRM profile URL or a LinkedIn profile URL. Each contact web link includes Display text (the label shown in the contact record, for example, LinkedIn or CRM Profile) and the URL (the external address that opens when selected). This article explains how to add a web link to a contact from the contact record’s Links tab.

What gets saved

Each contact web link includes:

  • Display text: The label shown in the contact record (example: LinkedIn, CRM Profile).
  • URL: The external web address that opens when selected.

Add a web link to a contact

  1. Open the contact record that needs the web link.

  2. Select the Links tab.

  3. Select Add Link.

    Links_Tab_within_a_Contact.png

  4. Enter the Display text and the URL.

  5. Select Add.

    Dialog_for_Adding_a_Web_Link.png

Result

The new web link appears in the list under the Links tab for that contact.

Link_Added_to_a_Contact_within_the_Links_Tab.png

Frequently Asked Questions (FAQs)

1) What is a contact web link used for in BoldDesk?

A contact web link is used to store an external reference URL in a contact record—commonly a CRM profile link or a LinkedIn profile link—so users can open that external page directly from the contact.

2) What information is saved when I add a web link to a contact?

Each contact web link saves:

  • Display text: the label shown in the contact record (for example, LinkedIn, CRM Profile)
  • URL: the external web address that opens when selected

3) Where do I add a web link in a contact record?

You add a web link from the contact record’s Links tab by selecting Add Link, then entering the Display text and URL.

4) How do I confirm that the web link was added successfully?

After you select Add, the new web link appears in the list under the contact’s Links tab.

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