Generic Links to KP and CP

Learn about linking info areas KP and CP.

When linking a record to a person via a Link field (i.e. generic link), the behavior differs depending on the info area you are linking from:

  • Favorite and History records can be linked to both Contact Person (CP) and Person in Company (KP) records. If, for example, both the CP and KP are added to the favorites, the person is displayed in the Favorite list twice.
  • Document Links (D3) that are linked to a Person in Company (KP) are automatically converted to a link to the Contact Person (CP) when you save the link.
  • All other info areas: You can link both Person in Company (KP) and Contact Person (CP) records in a link field. In both cases you switch to the Person in Company (KP) info area when you click the link.