2. In the Person Links section, click Add New. A pop-up window will open.
3. Indicate how the record is related to the person in the Link Type field (e.g., Partner, Employer, Driver).
4. Select the person you want to link to the record from the (Linked To) Person pick list. If a Person record does not already exist for the individual, use the Quick Add function to create one.
5. Enter the date that the person became associated with the record in the Link Effective From Date field. If this association no longer exists, indicate the date that it terminated in the Link Effective To Date field.
6. Type any additional information about the link in the Notes text box.
7. Click OK.
8. Once you click Save to save the changes made to the record, this link will automatically be cross-referenced in both the current record and linked Person record under the Links tab.
