Associate Related Records
You can create and associate the following to the various records from your iPhone:
- In Leads: Events, Tasks, Notes, Calls, Attachments
- In Accounts: Events, Tasks, Notes, Calls, Contacts, Potentials, Attachments
- In Contacts: Events, Tasks, Notes, Calls, Potentials, Attachments
- In Potentials: Events, Tasks, Notes, Calls, Attachments
- In Cases: Events, Tasks, Notes, Calls, Attachments
- In Vendors: Contacts, Events, Tasks, Notes, Products, Attachments
- In Products: Events, Tasks, Notes, Calls, Attachments
- In Tasks, Events, Calls: Notes, Attachments
To associate related records
- Go to the Leads, Accounts, Contacts, Potentials or Cases module.
The records in Contacts, Leads, and Accounts modules are listed in alphabetical order. - Tap a record to which you want to associate related records.
- In the Record Details page, tap the Events, Tasks, Notes etc.
The list of already associated records will be displayed. - Tap on the record to view and edit the details.
- Tap the Add Record icon to add a record and save the details.
The event/task will be created and associated to the record. - From the Events and Tasks module, you can select the List view or the Month view for events, as required.
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