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Fundamentals > Working with Data > Common Record Tasks >

Associating a Record with Another Record

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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, for instance in the Accounts screen. Through this Contacts view, you can associate a contact with a particular account record.

To associate a record with another record

Navigate to the appropriate screen.

The default list of records appears.

Select the record with which you want to associate your chosen record.
Click the appropriate view tab.

The selected view appears.

In the selected view, click New.

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

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.

NOTE:  You may not be able to associate records in all screens.

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