Linking Notes

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.

smallheart See Related Links List for more information

helper 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;

rightarrowChoose from the Main Menu "Notes/Link Note to a Database Item", or
rightarrowClick on the Notes Toolbar icon: or
rightarrowRight Click on the Note and choose "Link This Note to a Database Item" from the context menu.

smallheart See Linking Items Selector for more information

Related Topics

Introduction to Notes

Managing Notes

Notes Editor