Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

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IDI version 26.8 is now available.  Click here for details: IDI Updates.

Adding Helpful Links

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You can add up to five links to be displayed on a subscriber’s Support page. Subscribers can then use these links to access a web site with helpful information.

This is done on the Links & Ticket Notes tab in the profile configuration. To add a new link, click Add Helpful Link. This button is only available when there are less than five existing links.

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To edit an existing link, click the associated edit (pencil icon in the left panel).

In either case the add/edit dialog is displayed for specifying the link text and URL. You can enter these specifications directly, or use Smart Data.  Smart data facilitates incorporating links that point to other internal systems.

To use Smart Data when defining a link, click the applicable Smart Data button and choose @[Account Number] or @[Customer ID] as shown below. Refer to Workflow web help for more on using Smart Data.