Primary links

Primary links are only available in the Premium Edition.

You have three options when working with primary links:

• Primary links are deactivated by default. This means you do not work with primary links and none of the functions described for primary links will be used or activated.
• Primary links have been activated, but no Mandatory primary links have been defined.

Users can then enter primary links, but do not have to use them. Depending on the processes in your company, some data records might be linked with primary links and other data records are not.

• Primary links are activated and Mandatory primary links are predefined.

Mandatory primary links are used to set hierarchical relationships between addresses, projects, jobs, appointments, documents, phone calls and e-mails. In other words, the data is structured hierarchically.

If you are using the Marketing pro module, you can now enter primary links for campaigns. Campaigns are on the lowest hierarchy level of the tree like tasks, documents, and so on.

The basic settings for primary links are defined by the administrator in the Management Console.

Working with primary links and mandatory primary links

• An address is usually the data record where primary links are first linked with as per default. The address can be a customer or a supplier, and data record types can be companies, contact persons or individual contacts.
• On the next level, projects are linked: if you work with primary links, you can enter one primary link to an address for a project.

A project can also only have one mandatory primary link to one address. If you have defined mandatory primary links for projects, then users must enter the primary link for the project to the address in the data record.

Primary links are 1:n links. This means, that a data record from a higher level can be assigned any number of sub-level data records. One sub-level data record can only be assigned one parent data record.

A project can or must have one single primary link to an address:

Project ----> Address

An address can be linked to several projects:

Address -----> Project 1

               -----> Project 2

               -----> Project 3

• The next level comprises jobs. A job can have a primary link to an address or a project. You can set mandatory primary links for addresses or projects.

A job can or must have one single primary link to an address or a project. The project/address can then be linked to several jobs.

On the sublevel of jobs, you can create any other levels with jobs if the administrator has set the corresponding rights.

How to

• Working with Primary Links
• Functions for primary links