Data in Child Info Areas

A wide range of additional information can be stored for companies/persons in child (dependent) info areas.

If you are viewing a company or person and switch to a child info area, you can edit and display the records linked to the company or person. For example, switching to the Activity info area from a company record would display the activity records added for the company.

These additional records are always linked to a company and/or person. Child records are displayed in child levels for the company/person. Select Person-Related Info, Company-Related Info or Both from the Data menu to determine whether records in a child info area should be displayed for the parent person, company or both.