Modifying An Existing Link

Click on the Links Button on the View Contact Screen.  Or, you can click on the Links Accordion Bar on the View Contact Screen.  Then click on Details at the bottom of the list of Links and use the Icon to change the Link.

Changing An Existing Link

First, click on the Button on the View Contacts Screen. Then, click on the next to the Link you wish to change.

List of Links To Modify

From the list of Links, click on the Icon.

Modify Existing Link

Link To:

Type any part of an individual's name or an organization's name.  The system will automatically match on any part of the first or last name or a company name.

Relationship

Change the Relationship by clicking on the field to drop down the list.  The list of relationships is maintained using the desktop version of Advisors Assistant.

Reciprocal Links Not Affected

Changing a relationship or Link To has no effect on any other contact which may have a reciprocal link.  That must be changed on that contact Record's link screen.

See Also

Links Overview

Adding New Links

Deleting A Link