About Linked Records

A linked or related record is one that is connected to another record. For example, a referrer has been linked to a client referral.

Once a record has something linked, it can not be deleted, unless all of the links are removed first. If the referrer from a client referral was deleted, the referral information on the client record would have the referrer's details missing.

A number of tables have an option to make a record inactive, as shown below in the Referrers table. The information is still available for all linked records, but the option is no longer available in menus. An inactive Referrer can still be seen in the Referrers table within Data Maintenance but is not available to be added as a client Referrer.

To a record's links

  1. In Data Maintenance, click on the data set required, e.g. Referrers.
  2. Click on the record being investigated.
  3. Click Linked Records.

    4. The Related Records - [table Name] is displayed.