Customizing help links

In Sage CRM, each mode represents a unique help link. For example, the help link on the Company Summary page in view mode is different to the help link in edit mode. This means you can set up a help link specific to viewing, changing, or deleting the record.

1. Click <My Profile> | Administration | Customization | Translations.
2. Select Inline Translation Mode.
3. Navigate to the page where you want to change the existing help link.
4. Click the Help action button. A list of existing help files is displayed in a new browser window. The help file currently linked to the page is highlighted in the list. The list of files displayed here is filtered to display any *.HTM file in ..WWWRoot\HELP\EN\Main Menu\Content\User or ..WWWRoot\HELP\EN\Administration\Content\Administrator. To link the page to a custom help page, ensure the help page is saved in one of these folders.
5. Select the help file and click Save.
6. Click <My Profile> | Administration | Customization | Translations, and clear Inline Translation Mode. When the user clicks the Help button on the page where you changed the link, the new help page is displayed.