Last Revised: Written by Veloxity CRM Time Estimate: About 2 minutes to read. Version 2.0
Linked Records (00:02:19)
Contents
Jump to the following sections to learn more about Linked Records:
What are Linked Records?
Definition
Linked Records are individual data records that show up as a link in the Linked Records Panel. Linked Records visually connect related data to a single record view without duplicating information.
How can I use Linked Records?
Linked Records enables you to visually connect your data. Linking records allows one-click access to linked data from one location.
Where can I find Linked Records?
Linked Records are located on the Linked Records Panel on data records.
How can I View or Hide Linked Records?
- Click the expander to expand or collapse the Linked Records panel.
- Using this tool enables you to view all of the linked records or remove them from view.
You are looking at a screenshot demonstrating how to View or Hide Linked Records:
Figure 1. View or Hide Linked Records.
Navigating Linked Records
You are looking at a screenshot of the Linked Records Panel:
Figure 2. Linked Records Panel.
How can I use Linked Records?
Veloxity CRM automatically links data records.
- When a Lead is converted to an Opportunity, a new Opportunity Record is produced. The system generates and links related Contact Records and Account Records (depending on your Business Transaction Type) to the Opportunity Record.
- When you create a Sales Quote, the quote is automatically linked to the related Opportunity Record.
Create and Link Data Records.
As you add records to the system, link them to related records.
What Kinds of Records can be Linked?
Data Records and Files can be linked:
- Accounts
- Activities
- Contacts
- Files
- Leads
- Opportunities
- Products/Product Bundles
- Quotes
- Sales Divisions
How can I Delete a Linked Record?
To delete a Linked Record, click the X to the right of the Linked Record you want to delete.
Deleting a Linked Record does not delete the record from the system. Delete will remove the link to the data record from the current record view.
Tip: Sales Quotes are an exception. Deleting a Sales Quote will delete the quote from the system.
You are looking at a screenshot demonstrating Deleting a Linked Record:
Figure 3. Deleting Linked Records.
How can I Add a Linked Record?
To add a new Linked Record, click the + symbol to the right of Linked Records.
Select the data type you want to add.
Click +
Select the data you want to link.
Click OK.
You are looking at a screenshot demonstrating how to Add a New Linked Record:
Figure 4. Add a New Linked Record
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