How to: Set Up Web Sources for Contact Companies

You can use web sources with your contact companies to identify, for example, search engines and web sites, on the Internet that you want to use to search for information about the contacts. When assigning web sources, you specify which search engine and search word the application will use to find the requested information.

Using web sources on contacts is a two-step process. First, you define the web source code. You only have to perform this step one time for each web source. Once you have a web source code, you can start to assign the code to contact persons.

To define a web source code

  1. Choose the Search for Page or Report icon, enter Web Sources, and then choose the related link.
  2. Choose the New actions.
  3. Fill in the Code, Description, and URL fields.

    Type %1 in the URL field to insert a placeholder for a search word in the URL. When you launch the web source from a contact, the %1 is replaced with the search word, for example, the name of the company that you have entered in the Contact Web Sources window.

Repeat these steps to set up as many web sources as you want.

To assign web sources to a contact company

When assigning web sources, you specify which search engine and search word that the application will use to find the requested information.

  1. Open the contact.
  2. Choose the Company action, and then choose the Web Sources action. The Contact Web Sources window opens.
  3. In the Web Source Code field, choose the web source you want to assign.
  4. In the Search Word field, enter the search word that you want to use to find the information.

Repeat these steps to assign as many web sources as you want.

You can also assign web sources from the Contact List window by following the same procedure.

See Also

Creating Contact Companies
Working with Financials