Add Clickable Links to Client Profiles

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Add a Rich Text Editor Field Type

Create a Rich Text Editor field type in the section where you want to add the clickable link.

Step 1: Log in to your agent dashboard and open the client profile where you want to add the clickable link.

Step 2: Navigate to the section in the left sidebar where you want to add the clickable link.

Step 3: Click the Modify Section Builder icon.

Step 4: Scroll to the bottom and click the Add Field button.

Step 5: Enter the required field details and select Rich Text Editor as the Field Type.

Step 6: Click Save.

Add a Clickable Link

Add the link to the Rich Text Editor field in the client profile.

Step 1: Click the Edit icon in the section where you added the Rich Text Editor field.

Step 2: Enter the link you want to add in the provided text field and select it.

For demonstration purposes, we are adding a link to the EngineHire knowledge base. You can add a link to any resource you want to include, such as a spreadsheet.

Step 3: Click the Insert Link icon.

Step 4: Enter the link in the Link URL field.

Step 5: Select the Open in New Tab checkbox if you want the link to open in a new tab.

Step 6: Click Submit.

Step 7: Click Save.

The clickable link will be successfully added to the selected section of the client profile.

Add Clickable Links to Client Profiles

Add client-specific clickable links to different sections of a client profile using a Rich Text Editor field. This allows you to include relevant links directly within the client profile and choose whether each link opens in a new tab.

Add a Clickable Link