Linking Consultants to Companies:
For all the automatic cross link references,
you need to assign the Consultant to a Company when creating
a new Consultant.
- To assign a Company to a Consultant, in the
General tab click on Company Lookup
List, search and select the desired Company and
click OK or create a new Company
by clicking on the New button. To unlink the
Company click on Unlink button.
- To assign an already existing Consultant to a company,
from the Companies folder, right click on the
desired Company and select Link Consultants To
Selected Company in the shortcut
menu, to show the Link
Window. Search and select the desired Consultants
and click on the ADD button. Click
on OK to close the window.
If you need to 'unlink', select the Consultant and
click on the Remove button.
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