Activating the Report Link

The next step is to activate the report link so that it is available on the Client Master in the Action Center.

To activate the link:

1. Go to System Admin > Advanced > Custom Links.
   The Configure Links dashboard opens.
2. In Search, type %profit to find the targeted record. Optionally, you can sort the Display Value column and select Client Profitability.
3. Double-click the entry or click ( Open).
   The Configure Links Detail form opens.
4. At the bottom of the page, select Active to activate the link.
5. Click Save.