Our company has two web-based online systems: the Infusionsoft system managing customer interaction and the back-end system, which a parallel record for each customer. We want to make it easy for administrators to go from the Infusionsoft to the corresponding record in the back end system.
The back-end system provides a simple URL to locate a record based on the Infusionsoft customer record ID, for ID 56798, say:
https://our.back.end?q=56798
How can we make it so that it’s easy to find and click that link from the Infusionsoft contact edit screen?
- Charles