Open a record, and then on the command bar, select Connect > To Another.
The record you start with is known as the source record.
In the New Connection dialog box, enter a Name and As this role to identify the connection role for the record you want to connect to, called the target record. Optionally, enter a descripttttttion.
The role of the target record can be the same as the source record, it can be different, or you can leave the target record role blank.
If needed, you can select a different owner for the connection. Select Details, and then fill in the fields.
Select Save, Save and Close, or Save & New to save the newly created connection and open the form to create another connection.
Open the record that you want to view connections for.
To view all the connections, select the related records drop-down menu next to the record name, and then select Connections.
If you no longer need a connection for a record, you can deactivate it or delete it to permanently remove the connection.
Open the record that you want to deactivate or delete the connection from.
Select the related records drop-down menu next to the record name, and then select Connections.
Select the connection you want to deactivate or delete, and then select Deactivate or Delete.
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