Manage Linked Records

To view a linked record:

  1. Open a BP record, and select 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, select the gear menu (), and select Open.

To remove a linked record:

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

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


Last Published Friday, October 17, 2025