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Note
Linking items is always bidirectional. See also Linking items.
Prerequisites
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The items you want to link already exist.
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You have access and writing rights to the domain with which you want to link an item. See also User groups and permissions.
Steps
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Select a person or company from the overview to open its Quick view or go further to the Detailed view.
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In the area Linked items, select +New. A pop-up window appears.
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Select the domain you want to link with this contact:
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Task: Select the task you want to link from the dropdown.
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Document: Select the document you want to link from the dropdown.
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Select Link to link the contact with the chosen item.
The item now appears in the area Linked items for that person or company. Navigate to the linked item by selecting it. You will see the person or company as linked item there as well.