With the Copy Link feature, you can send links to colleagues to quickly direct them to the items you are referencing. Under Item Actions, users can now select 'Copy Link' to copy a direct link to the current item that is being viewed to their clipboard. The copied link only works for individuals that are able to log onto your Centerbase site.
‘Copy Link’ can also be found in select dialog boxes such as those for Billing Entries.
When a link is copied to the clipboard, the user will receive a success message at the top of their screen.
Opening the item using the copied link will open the item detail pages for items such as Matters, Bills, Activities, etc. For dialogs, the link will open the record overlaying the Dashboard in the background.