Convert records in a list to another file

You can change the records you have open in List Manager to another file to open related records.

Examples

  • You can convert a list of Object records to the Person file to create a list of acquisition sources for those objects.

  • You can convert a list of Person records to the Place file to create a list of places associated with those people.

Steps

  1. With a list of records open in List Manager, go to the Records menu and click Convert to Authority.

  2. Select the file you want to convert your list into and click OK.

  3. Select the field you want to see and click OK.