Fundamentals > Common Record Tasks >

Associating a Record with Another Record

When 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

1. Navigate to the appropriate screen.
2. Drill down on the record with which you want to associate another record.
3. Click the appropriate view tab.

   The selected view appears.

4. In the selected view, click New.

   Depending on which view you are in, a blank record or a selection dialog box appears.

5. Do one of the following:
   • Select the record you want to associate from the dialog box and click OK.
   • Complete the fields of the blank record, thus adding a new record.