Manage Linked Records

To view a linked record

  1. Open a BP record and click the Linked Records tab in the right pane. If you are opening a linked record associated with a line item, select a line item tab and select the line item.
  2. From the Links Log, hover over the record link, click the gear menu ( ), and click Open.

To remove a linked record

  1. Open a BP record and click the Linked Records tab in the right pane.
  2. From the Links window, hover over the record link, click the gear menu ( ), and click Delete.

    Note: From this window, you cannot delete a record with a From direction. To delete the record, you must open that record, click the Linked Records tab, and remove it from the Links window.


Last Published Sunday, July 20, 2025