Adding link to Business Event email

  • 19 September 2022
  • 4 replies

Userlevel 4

Is there a way to add the link of the screen you want to navigate to on the email notification that goes out when the event is triggered. For example: a business event goes to our dispatch team to create an appointment from a specific service order. Can we add a link to that email so they just click on that and it opens up the service order that needs the appointment made?


Best answer by RohitBhandurge 19 September 2022, 18:03

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4 replies

Userlevel 5

@CAMORRISON - Please try this out - In the Business event, you can create a Subscriber of type “Email Notification”.

In the Notification Template for that Subscriber you created above, you can insert a Link.


Search for “Service Order” Link to attach the screen.

Hope this helps. Please share the results.

Userlevel 5
Badge +2

We are doing that a lot and I have just copied the URL of the actual screen you want and change the very end. In the email body, insert a link and paste. Be sure to paste your whole url into the URL link field and just change the end.

For example this is for a Sales Quotes:


This is for a task:



For the Link Name you can also use a data field. For the Task link we use ((CRActivity_subject)).

Userlevel 7
Badge +12


In the Notification Template either you need to hardcore the URL which you need to open when an email is sent to the dispatch team or else you need to Pull that URL in a generic inquiry tied to that Business event.

For example: 

See the below article which gives some idea of how to add a link to the template.


Userlevel 4

Thank you for your help! 


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