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Shared Tab: Cross References (CRM)

• When you enter a CRM record you have the option to associate / cross reference it with other Entities in the system.
• CRM records that have been cross referenced appear in the History tab corresponding to that Entity. Refer to Shared Optional Tab: History
• The contents of this tab can be Added, Changed and Deleted along with it's parent entity data.
• The user can click a row and navigate to the cross referenced record by clicking the Application tool-bar push button: GoTo>.

Screenshot and Field Descriptions: X-Refs Tab

Cross References table: this is populated with the Cross References entered for the CRM record. Double click a row to populate the fields below the table for editing.

 

X-Ref: this is a drop down list of Entity types to cross reference with.

 

Entity: this is the Entity to cross reference with.

How Do I : Add a Cross Reference to link a CRM record to an Entity

1. Click on the X-Refs tab.
2. At the X-Ref drop down list, select an Entity type.
3. At the Entity field, locate the Entity to cross reference the CRM record to.
4. Click the Right Hand Side Application tool-bar push button: Add.
5. Repeat these steps to add more Cross References.
6. Click the Left Hand Side Application tool-bar push button: Change.
7. Confirm that you wish to change the record.

How Do I : Modify an existing Cross Reference linking a CRM record to an Entity

1. Click on the X-Refs tab.
2. Double click the row in the Cross References table to change.
3. At the X-Ref drop down list, select an Entity type.
4. At the Entity field, locate the Entity to cross reference the CRM record to.
5. Click the Right Hand Side Application tool-bar push button: Change.
6. Repeat these steps to change more Cross References.
7. Click the Left Hand Side Application tool-bar push button: Change.
8. Confirm that you wish to change the record.

How Do I : Delete an existing Cross Reference linking a CRM record to an Entity

1. Click on the X-Refs tab.
2. Double click the row in the Cross References table to change.
3. Click the Right Hand Side Application tool-bar push button: Delete.
4. Repeat these steps to delete more Cross References.
5. Click the Left Hand Side Application tool-bar push button: Change.
6. Confirm that you wish to change the record.

How Do I : Navigate to a Cross Referenced Entity

1. Single click the row in the Cross References table to navigate to.
2. Click the Application tool-bar push button: GoTo>.

Related Topics

Cross References CRM are associated with the following Topics:

• E-Mail - Sending E-Mails
• Meeting - Recording Meeting Notes
• Note - Entering General Notes
• Phone Call - Recording Phone Calls
• SMS - Sending SMS Messages

• Tab: History - Shared Optional Tab: History