Linking Contacts to Other Objects of the System

What is Linking to Other Objects for?

You can:

  • track what activity is conducted in a contact or a project;
  • associate employee cards with an organization card;
  • link contacts to projects, notes, tasks, files and service notes;
  • get one-click access to important information and save time.

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How to Link to Other Objects?

  1. Go to the right section and select an object.
  2. Open the Menu of the object at the top left.
  3. From the menu list, select an item, such as Linked projects.
  4. On the Linked projects page, click Plus.
  5. In the drop-down list:
  • click Link to link to an existing task;
  • click Add to link to a new task.

How to Remove a Link to Other Objects?

Step 1: Go to the Page with the Linked Objects

From the Main information page

Go to the linked objects Menu as described in How to Link to Other Objects?

  1. Go to the desired section and select an object.
  2. Under the main information block, find the linked objects.
  3. Click on the title of the linked objects, such as Projects.

Through the Linked objects menu

  1. Go to the desired section and select an object.
  2. Select the Linked objects menu at the top left.
  3. From the menu, select an item, such as Related projects.

Step 2: Remove the Link to Other Objects

  1. Hover over the object and select the Three points at the top right.
  2. In the window with brief information on the object:
  • click Untie to unlink a single object;
  • click Choose and Untie to unlink more than one object.