Create a Link Between Accounts

Use the View / Create Links tab in the Link Maintenance window to create a link between accounts.

To create a link between accounts

1. In the Main Menu window, from the Apps menu, click Link/Unlink. The Link Maintenance window appears.

2. On the View / Create Links tab, click New Link. Latitude Console populates the Link Number box with the next sequential unique link number.

3. Click the Search / Add other Accounts tab.

4. If you haven't already searched for accounts to link, do the steps to Search for an Account to Link or Unlink.

5. In the Search Results pane, click the account to link and then click Add to Link. The link number appears in the Link column.

6. Continue linking accounts that are currently displayed in the Search Results pane, specify new search criteria to locate other accounts to link, or close the Link Maintenance window.

Related Topics

Link or Unlink Accounts