Links
The Links Tab shows any records that have been linked to the Record being viewed. If you are adding an action from within a record, the action will automatically be linked to that record.
Adding a Link:
To add a link, type the name of the record you wish to link to within the Record Search box...
Clicking on the Record name creates the link between the records.
Viewing Links:
The Links tile shows all the records that are linked to the record being viewed.
From here, you can click on the record name to view the records, or select the Delete button
to remove the link between the two records.
