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Link Two Existing Records

Steps

1. Access Record Manager by accessing the record that you want to link to another record.

2. In the Record Explorer, select a related family in the hierarchy and find the record that you want to link to the root record.

3. Beside the family of the record you want to access, select , and then select Link Existing Record.

   The Search window appears, displaying a list of entities of the family.

4. In the drop-down list boxes, select the required options to filter the entities from the list.

   -or-

   In the text box, enter the name of the family or entity that you want to search, and then select .

5. Select the record that you want to link, and then select OK.

   The records are linked.

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