Main

Linking to master or transaction records are set-up in the Main tab

Field	Description
Setup Link	Ticking this box enables the Source and Type fields to link the record to a master record (e.g. debtor) or a transaction (e.g. sales order, quote) The Dependencies and Collaborations tab only display with Setup Link is ticked
Source	Select from list box and select associated record from the search window
Type	Cannot be changed at this stage – only one option
Subject	Enter in relevant text
Description	Type in required information
Toolbar Icons	Standard Microsoft editing tools