Link to Account Logos from the Accounts Screen

You can create a custom field on the Accounts screen that links to an account's logo on the web.

1. Click the Custom Reports and Links link from the Main Menu. The Custom Reports and Links screen opens.
2. Click the Add button. The Add Custom Report or Link screen opens.
3. 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}
4. Click OK.
5. Click the appropriate Accounts link (Event Sales, Registration, etc.) from the Main Menu. The Accounts screen opens. 
6. Right-click on the column headers in the grid.
7. Select Show Columns. The Column Settings screen opens.
8. Click the Add Field button In the upper-right hand corner of the screen. The Add Custom Field, Column, or Action screen opens.
9. Select the Action or Link radio button.
10. Click Continue. The Add Custom Link screen opens.
11. 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. 
12. Click OK. You return to the Column Settings screen. 
13. Add the link created in step 11 to the Selected section of the Column Settings screen. 
14. 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.