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Fundamentals > Common Record Tasks > Associating a Record with Another RecordWhen you are working with a record, you need access to all the information related to that record. Therefore, you can associate a record with another record. For example, when you are working with an account, you will likely need to track key contacts for that account. The Contacts screen allows you to add and manage key contacts. You will also find a Contacts view in many screens, such as in the Accounts screen. Through this Contacts view, you can associate a contact with a particular account record. NOTE: You may not be able to associate records in all screens. To associate a record with another record
Related TopicsAssociating Records Using a Single Selection Dialog Box |
Fundamentals |