Can we do this ? or could this be made available please.
I would like to put a link on the summary page that links to my CRM .Which is an excel workbook. I don’t necessarily need it to link link to the client but just to the workbook would be good.
No, you cannot add anything to the Summary page. You could probably add a link to the support.html file in the bundle. That is where the support links are saved under the Support tab in the header. But what would be the point? It would be quicker to save a shortcut (alias) on your desktop. If you use the CRM file all the time, it will also be in your list of recent files.
Yes I have a short cut on desktop. I did also put in guides. Was hoping to some how get it on the summary page.