Notes can be linked to other database records such as Contacts or Planner Events. This enables you to expand the scope of the data by adding an extra dimension to enable a much more wider understanding.
Notes can be linked to other Notes, Planner Events, Contacts, Tasks, Journals and Messages.
In the Item's Information area, there is an area called "Related Links". This shows a list view of the links that are directly related to the currently selected Note. Some of the links are from other database items and some may be direct connections to an item. The links are grouped as per which section the linking belongs to.
See Related Links List for more information
To Link A Note To A Database Item
First select a Note from the Notes Navigator by left clicking on it, so that's it is highlighted, then;
Choose from the Main Menu "Notes/Link Note to a Database Item", or
Click on the Notes Toolbar icon:
or
Right Click on the Note and choose "Link This Note to a Database Item" from the context menu.
See Linking Items Selector for more information
Related Topics