Do you know what a Zoom is? Do you know how to customize your own Zooms?

A zoom is the menu that displays when you click on the field name in a Dynamics GP window that appears as a hyperlink - it allows you to create records and update information on-the-fly. Well, let's say you want to be able to easily e-mail a vendor or customer without having to browse to their card and then to the internet information window; you can create a custom zoom for their e-mail address so anywhere you see "CustomerID" or "VendorID" as a hyperlink in GP, you can click on it and see "e-mail" and when you click on "e-mail", Outlook will create a new message for you with the appropriate e-mail address already in the "To" field. Or perhaps you want to add a custom zoom to allow you to quickly navigate to the FedEx website, passing the tracking number, allowing you to easily check delivery status on an order.

So, how do you do this, you ask? Well, it's actually fairly simple. See below for instructions as published in the Dynamics GP Help Files.

Adding new custom links
Use the Customer Link Setup window and the Create/Modify Custom Link window to create custom links to launch Microsoft Outlook® to address an e-mail message, to launch Internet Explorer® to view a web page, or to open a document in Word, Excel, or some other application for customers, vendors, items, salespeople, and employees.

Tracking Number links can be created based on the shipping method for a document, linking to tracking information on the shipper's web site. Currency-specific links can be created based on the currency selected, linking to a web site with exchange rate information. Checkbook and credit card links can be created based on the checkbook selected, linking to the bank's online banking web page.

You can also choose to link to the same location for all values. For example, all checkbooks could be made to link to the same online banking web page.

To add new custom links for currencies, exchange rates, tracking numbers, checkbooks, and credit cards:

1. Open the Custom Link Setup window.
   (Microsoft Dynamics GP menu >> Tools >> Setup >> Company >> Custom Link)
2. Choose New to open the Create/Modify Custom Link window.
3. Select the prompt for which you can create a custom link.
4. Enter the description of the link.
5. Enter or select a field value.
6. If the All field values field is available, you can mark this field to attach the link to all the fields using the same field value. For example, you decided to create a link for Exchange Rate. By marking All Field Values, you can click the link for any Exchange Rate prompt for any currency and open the same web site defined for exchange rates.
7. Enter the internet address of the link you want to create.
8. Choose Save. When you save the link, information about the link will appear in the Custom Link Setup window.

To add new custom links for customers, vendors, items, salespeople, and employees:

1. Open the Custom Link Setup window.
   (Microsoft Dynamics GP menu >> Tools >> Setup >> Company >> Custom Link)
2. Choose New to open the Create/Modify Custom Link window.
3. Select the prompt for which you can create a custom link.
4. Enter the description of the link.
5. Select an address type. The types of addresses available depend on the prompt you selected. For example, if you selected Customer, you could select the primary, ship to, bill to, or statement to addresses. An address type isn't available for items or sales people.
6. Select an address field. This information is defined in the Internet Information window. You must define the custom link information in the Internet Information window for the link to work.
7. Choose Save. When you save the link, information about the link will appear in the Custom Link Setup window.

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