You can create a custom field on the Accounts screen that links to an account's logo on the web.
- Click the Custom Reports and Links link from the Main Menu. The Custom Reports and Links screen opens.
- Click the Add button. The Add Custom Report or Link screen opens.
- Enter the necessary information:
- Description – Name of the report or link. For example, Online Account Logo.
- Display – Select In Subject.
- Subject – Select All Accounts.
- Execution Mode – Select URL.
- Command – Enter the below link. Include your own URL domain and organization code where indicated:
- <URL domain>/<prod or test>/USIFileServer.ashx?IsUngerboeckHTMLPublic=1&HandlerMode=View&OrgCode=10&AcctCode={Account Code}
- Example: http://yourorganization.com/prod/USIFileServer.ashx?IsUngerboeckHTMLPublic=1&HandlerMode=View&OrgCode=10&AcctCode={Account Code}
- Click OK.
- Click the appropriate Accounts link (Event Sales, Registration, etc.) from the Main Menu. The Accounts screen opens.
- Right-click on the column headers in the grid.
- Select Show Columns. The Column Settings screen opens.
- Click the Add Field button In the upper-right hand corner of the screen. The Add Custom Field, Column, or Action screen opens.
- Select the Action or Link radio button.
- Click Continue. The Add Custom Link screen opens.
- Enter the necessary information based on the Custom Link added in previous steps:
- Label – Name of the custom link. For example, Online Account Logo Link.
- Link – Select the link added in Step 3.
- Click OK. You return to the Column Settings screen.
- Add the link created in step 11 to the Selected section of the Column Settings screen.
- Click OK. The column is visible on the Accounts screen. Click the hyperlink in the field to open a browser to view or download the image.
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