Associating Records with Other Records

When you work with records, you need access to all information that is related to those records. You can associate a record with another record. For example, when you work with an account, you can track contacts for that account. The Contacts screen allows you to add and manage contacts. Also, many screens, such as in the Accounts screen, include a Contacts view. In the Contacts view, you can associate a contact with an account record.

Note: You cannot associate records with other records in screens if there is no association between the records in those screens.

To associate a record with another record  

1. Navigate to the appropriate screen.

2. Drill down on a field in the record with which you want to associate another record.

3. Navigate to the appropriate view.

   The selected view appears.

4. In the selected view, click the plus (+) icon.

   A new record or a selection dialog box appears.

5. Do one of the following:

   • Complete the fields of the new record to add a new record.

   • From the selection dialog box, select a record, and click OK to add a new record.

Related Topics  

• "Creating Records"

• "Associating Records Using a Single Selection Dialog Box"

• "Associating Records Using a Multiple Selection Dialog Box"