Relate a Record to an Activity or Task

You can link work orders and tickets to an activity. When you link a record to a work order, its relationship type is RELATED.

To relate a work order or ticket to an activity or task:

1. Display the record to which you want to add related records.

2. On the Related Records tab, perform either following action:

3. To relate a work order to the current record, in the Related Work Orders table window, click Add Row. The Row Details open.

4. To  relate a ticket to the current record, in the Related Tickets table window, click Add Row. The Row Details open.

3. In the Row Details, enter or select a work order in the Work Order field or a ticket in the Ticket field.

4. You can enter a class in the Class field. The system enters information in the Relationship, Description, and Status fields.

5. Click Save Activity .

See Also

Delete a Related Record Relationship

Related Records Tab