Creating records from existing records

To create a relationship between two records, you can create a record from an existing record. The record from which you create a change has a relationship type of ORIGINATOR, and the new record has a relationship type of FOLLOWUP.

Procedure

  1. Display the record from which you want to create the related record.
  2. Select the Create > Record Type action where Record Type is the type of related record you want to create.
  3. Save the record.