SmartLink Main View Features

Create New SmartLink

Click the purple button with the ‘+’ icon in the bottom right-hand corner of the page to create a new SmartLink. 

Edit SmartLink

Click the pencil icon to open a SmartLink and edit the settings.

Paginator

Rows Per Page

This feature allows you to see how many pages are currently showing for each page on the data table. 

To change how many contacts (rows) you would like to see per page click the down arrow and select from 10, 25, 50, or 100 contacts per page options. 

Pages

The pages feature of the paginator shows:

• First Number: the page you are currently on
• Second Number: the total number of pages 
• Total Number of Records: the total number of contacts (rows) in your database

Refresh

Click this button to refresh the data table with the most up-to-date information.

Previous Page Button

Click this button to navigate to the previous page on the data table. If it is grayed out and unclickable This means you are currently on page 1 and a previous page does not exist. 

Next Page Button

Click this button to navigate to the next page on the data table. If it is grayed out and unclickable This means you are currently on the last page and the next page does not exist.

Data Table Action Items (First Column)

Edit Icon

Opens the SmartLink editor dialog.

Trash Icon

Deletes the SmartLink from the account. 

Permissions Icon

Allows Parent/Child account types to share SmartLinks across accounts and determine IF an account can see/use/edit the SmartLink.

Views Management

Edit Table View (add or remove columns from the data table)

This feature includes the ability to manage different views for your SmartLinks data table. With this drop-down, you have access to:

Main View (default)

The main view includes the most common fields used in a SmarLink data table.

Select Additional Fields

Fields can be selected to add additional fields to the current data table view, save in the current saved view, or save within a new saved view. 

Search by field name

Search fields by their name for a quick lookup.

Unselected Fields

A list of unselected fields in the current data table view. Select one of these to view in the current data table, save in the current saved view, or save to a new view. 

Saved Views

The saved views section is where data table views can be selected, created, and updated. 

Saved View Drop-Down

Select from a list of saved views to quickly change to your previously saved data table views.

Save Icon

Save the current list of selected fields as a view to access from the saved views drop-down in the future.

How to save a new view:

1. Create a list of selected fields 
2. Order the list
3. Click the Save icon (top middle next to the saved views drop-down)
4. Select the “Save as…” drop-down
1. Choose to overwrite an existing view by selecting the name of the data table view you would like to overwrite
2. Save the view as a new data table view by selecting “Save as new”
1. Name your field view with the Field Set Name input
2. If you would like this view to be the first view when you visit the or refresh the SmartLinks page then select the checkbox for “Make this the default for the SmartLinks page.”

Manage columns in your current data table view

You can manage the fields that currently show within your data table from the field manager to best suit your needs. 

Features

1. Add a field to the data table view
2. Remove a field to the data table view
3. Reorder the columns of the data table view

Steps to add a field:

1. Click the field manager
2. Find the “Unselected Fields” section (right side)
3. From within “Unselected Fields” click the gray square to the left of the field type you would like to add to the data table
4. On selection of a field, the field will:
1. Be added to the list of Selected Fields on the left side of the field manager
2. Be added as the rightmost columns on the data table
3. Persist as a selected field until the page is reloaded, the view is saved or is saved to a new view

Steps to remove a field:

1. Click the field manager
2. Find the “Selected Fields” section (left side)
3. From within “Selected Fields” uncheck the field you would like to remove from the data table view
4. On deselection of the field, the field will
1. Be removed from the “Selected Fields” list 
2. Be removed from the current data table view
3. Persist as an Unselected Field until the page is reloaded, the view is saved or is saved to a new view

Steps to reorder the fields:

1. Click the field manager
2. Find the “Selected Fields” section (left side)
3. Find the field you would like to move
4. To right of the field there are three lines
5. Click and drag the three lines up or down 
6. Drop the field in the place where you want it to be
7. When the field is dropped
1. The field will persist in it’s place until the page is reloaded
2. The field will be reordered on the current data table view

Fields/Columns

Name

The internal name used for the SmartLink.

Domain Name

The domain name that the SmartLink is using.

Untraceable URL

The untraceable URL endpoint for the SmartLink URL.

For accounts that utilize our Parent/Child associations, the URL will include additional characters after a dash '-' to identify that this link belongs to the parent account and is being shared down to the child account. 

Force Untraceable

Whether the SmartLink should be forced to be untraceable.

Last Hit Time

The last time the SmartLink was clicked.

Hit Count

The number of times that the SmartLink was loaded. 

Account ID

The account ID that created the SmartLink.

ID

SmartLink ID number.