Associating Records Together
When you work with records, you need access to all information that is related to those records. You can associate a record with another record. For example, when you work with an account, you can track contacts for that account. Use the Contacts screen to add and manage contacts. Many screens, such as the Accounts screen, include a Contacts view. In the Contacts view, you can associate a contact with an account record.
To associate a record with another record
Navigate to the appropriate screen.
Drill down on a field in the record with which you want to associate another record.
Navigate to the appropriate view.
The selected view appears.
In the selected view, click Add or New (the plus (+) or double plus (++) icon).
A blank record or a selection dialog box appears.
Do one of the following:
Complete the fields to add a new record.
From the selection dialog box, select a record, and click OK to add the record.