Skip to main content

Attaching Records

Records can be attached to other records to group them together in one place.

See attachment relationships to learn more.

Attaching Record

Detaching Records​

To detach a record, simply click on a attached record and click on delete. Detaching Record Start

You will get an option to either remove it only from this record or delete it everywhere. You can choose to remove it only from this record and it will be detached.

Detaching Record

To Detach a record

  1. Open the child record attached to another parent record
  2. Click on delete record
  3. Choose the option to only remove it from the parent