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Link an Activity to Another Activity

 
1.     Select the Links tab.
 
2.     Select the Activity Links sub-tab.
 
3.     Click Add New. A pop-up window will open.
 
4.     Specify how the two activities are related in the Link Type field (e.g., Identical, Common Location).
 
5.     Select the activity that you want to link to the open activity from the Linked to Activity pick list.
 
6.     Indicate the date that the two activities became associated with each other in the Link Effective Date field.
 
7.     Type any additional information about the link in the Notes field.
 
8.     Click OK.
 
 
9.     After saving, the created link will be automatically cross-referenced in both Activity records under the Links tab. To review a complete record of an activity linked to the currently open activity, select the correct link from the list of Linked Activities and click Go To.