Knowledge Base

This feature allows you to see at a glance a Tab showing records that have been linked to the parent record using a Dynamic Linked Item (DLI).  For example, if you use a DLI to capture an

How to use a Constrained DLI to select a Finance Contact and how you can combine the use of a Dynamic Picklist and Constrained DLI to Create a Product Picker.

How to link two Custom Field Values to automatically populate the other when converting or copying documents.

An intro to based Dynamic Linked Items & Picklists, including an example of how you might use each of these.

Detailed guidance on how to use DLI’s to create relationships, including an example of capturing the Reseller on Opportunity records.