2. In the Organization Links section, click Add New. A pop-up window will open.
3. Specify how the record and the organization are related in the Link Type field (e.g., Employer, Parent Company, Owns/Owned By).
4. Select the organization you want to link to the record from the Organization pick list. If an Organization record does not already exist, use the Quick Add function to create one.
5. Enter the date that the record and the organization became associated with each other 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 the linked Organization record under the Links tab.
