You can link two of a case's records, such as parties, to-dos, and notes, to show the relationship between them. For example, you could link a case's to-do to one of its emails to show that the task resulted from the email conversation. You can see all the case's links for records to which you have access from the Links tab on a case's page under the Records sub-tab. 

You can also create links between two cases and a case and profile, see Link Related Cases and Link a Profile to a Case respectively for details. 

Link Records

You can add links between records from a case’s or record’s page. To link records from a case's page:

1. On a case's page, click the Links tab. Then, select the Records sub-tab. 
2. Click the Link Records button.
3. The "Link records" pop-up will be displayed, listing all the case's records to which you have access. Select the record for which you want to add a link. 
4. Click the Continue button.
5. Select a "Record link type" for the link. The link type indicates how these records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
6. Select one or more records to which you want to link to the record you chose in the last step. You can link up to 50 records with the original record at once.
7. When you have finished choosing the record link type and records, click the Link Records button. 
8. The system will create the links in the background. When they have been created, the links you added will be displayed in the Links grid under the Records sub-tab and each linked record's page. 

To link records from a record's page:

1. Click the Link () button on the record's page.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how these records are related to each other.
4. Select one or more records to which you want to link to the original record. You can link up to 50 records with the original record at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The system will create the links in the background. When they have been created, the links you added will be displayed in the Links grid under the Records sub-tab and each linked record's page. 

Edit a Record Link

You can edit the link type for a link between records on the case's page and each record's page. 

To edit a record link from a case's page:

1. Click the Links tab. Then, select the Records sub-tab. 
2. Hover your cursor over the link's row in the Links grid and click the Options () button in the row.
3. Click the "Update Record Link Type" option.  
4. In the "Update record link type" pop-up, select a new link type in the "Record link type" field.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
5. Click the Update Record Link Type button.

To edit a record link from a record's page: 

1. Click the Link () button on the record's page.
2. In the "View all linked records" pop-up, hover your cursor over the link's row in the grid and click the Options () button in the row.
3. Click the "Update Record Link Type" option.  
4. In the "Update record link type" pop-up, select a new link type in the "Record link type" field.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
5. Click the Update Record Link Type button.

Delete a Record Link

You can permanently delete a record link from the case's or a record's page. To delete a record link from a case's page:

1. Click the Links tab. Then, select the Records sub-tab. 
2. Hover your cursor over the link's row in the Links grid and click the Options () button in the row.
3. Click the "Remove Link" option.  
4. In the "Remove link?" pop-up, click the Yes, Remove Link button.

To delete a record link from a record's page: 

1. Click the Link () button on the record's page.
2. In the "View all linked records" pop-up, hover your cursor over the link's row in the grid and click the Options () button in the row.
3. Click the "Remove Link" option.
4. In the "Remove link?" pop-up, click the Yes, Remove Link button.