Linking Events

Events, in the Planner, can be linked to other database records such as Contacts or Notes. This enables you to expand the scope of the data by adding an extra dimension to enable a much more wider understanding.

Events can be linked to other Planner Events, Contacts, Notes, Journals and Tasks.

In the Event Information area, there is a secondary tab called "Related Links". Selecting this tab shows a list view of the links that are directly related to the selected events. 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/item the linking belongs to.

heart See Related Links List for more information

helper To Link An Event To A Database Item

First select an Event from the Planner Grid by left clicking on it, so that's it is highlighted, then;

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

heart See Linking Items Selector for more information

Related Topics

Introduction to the Planner

Managing Planners

Managing Planner Events

Managing Planner Event Types

Customizing the Planner View