Related Record field (Correspondence file)

The Related Record field links the current Correspondence record to a record from a different file. You can link to any of the other major files, except the Diary file.

Examples

You could link the record of a phone call about an object to the Object record.

Or you could link an email about an acquisition proposal to an Acquisition Proposal record.

Field details

Field type

Authority field

Internal field name

RELATED_RECORD

Location

Correspondence > Identification window

Searching on this field

Select Related File & Record in Advanced Search or use a Select Statement.

Reporting on this field

Select Related File and Record in Reporting.

You can sort on this field. Select Related Record.