Linking |
Sets what happens when you link a document. | ||
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Show me | |
Note You can change the field names on the Linking screen in the Administrative part of Setup. | ||
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When linking to Contact, also link to Company | |
If this is ticked and you link something to a Contact who is part of a Company or Family, then it will also be linked to the company or family. This means that the company (or family) folder becomes a collective of everything that happens to either the company or anyone at it. If this is unticked then when you link to a Contact, the information is only stored in that Contact's folder. This option also applies when you save a Phonecall or other type of event, or send an e-mail, and so on, not just when you link documents in the Linking screen. |
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Clear the date fields after each link | |
If this is ticked then the fields on the Linking screen are cleared after each link is made. If this is unticked then the information is left in the fields after each link. |
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Diary entries | |
This sets what information is written into the Diary of whoever does the linking. | ||
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At the time of linking If ticked then an entry will appear in the Diary at the date and time when the item was linked. |
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On the Date Sent If ticked and you have entered a date for when the document was sent, an entry will appear in the Diary on that day. |
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On the Date Received If ticked and you have entered a date for when the document was received, an entry will appear in the Diary on that day. |
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On the Date Created If ticked and you have entered a date for when the document was created, an entry will appear in the Diary on that day. |