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Working with Related Records

Records can be related in various ways. When two records of the same record type are associated with each other, they are related, and the relationships can be seen on the Relations page of each record.

You can only relate records of the same type on the Relations page. For example, when two Contacts are associated with each other, such as one Contact is the supervisor of another Contact, that association appears on the Relations page.

If the record types are different, the association between them is shown on a page other than Relations. For example, when two Contact records are associated with an Appointment record, the two contacts are listed on the Involved page of the Appointment, not the Relations page, because Contact and Appointment are different record types.

A record can have none, one, or multiple relations. Contacts have relations, as do all custom record types, and the Project record type. Other record types do not have the Relations feature.

To view relations

While a record is open, click the Relations link in the left pane. The Relations page opens and displays existing relations. Clicking the Edit link on this page allows you to set relations for this record.


To set relations

To set relations for a record, go to the Relations page for that record. If you are in view mode, click the Edit link to enter edit mode.

To add a new relation

Click the Add New Item button on the Relations page. Alternately, you can click the plus button on an existing row. In the new row that appears, fill out the fields. Then click a save option.

To delete an existing relation

On the Relations page, click the check-box next to a Relation, then click the Remove button. Alternately, you can click the minus button on a Relation row. Then click a Save option.

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