Linking a Depositor/Owner to an Entry Record
Linking a depositor record to an Entry record is done with the Entry record you want to link as the current record. The following instructions allow you to create a relational link between the current Entry record and a record in the Depositors database.
- Click on the
button in the side button strip - The Select Depositor dialogue box appears
- Search for the relevant depositor, you may wish to
search by Depositor name, in which case you need to
ensure that you are typing your search criteria into the
Depositor field in the search dialogue box.
If the full text appears as you start typing; click on it to add it to the search dialogue box. - Click
. - When one record is found a dialogue box asks if this
is the correct record, click Yes to link the
record.
If more than one record is found you are asked to click on the appropriate record in an overview, and click OK. You will then be asked to confirm that this is the correct record; click Yes if it is or No to search again. - You are then returned to your Entry record
- Click on the Depositor tab at the top of the record to see the depositor record in the depositor database
- Click on
in
the side button strip to return to the Entry record
Only one depositor may be added to each record.
Changing or Removing the link to a Depositor
If you wish to change the linked depositor record for a different depositor, repeat the process as above to select a different depositor record to link to your Entry record. The existing link will be changed for one to the new depositor record.
To remove a link to a depositor record, repeat the above process as though you were trying to link the same depositor again. At the point of linking a message will be displayed warning that there is an existing link to the Depositor record and asking if you wish to remove the link.
Linking an Owner to an Entry Record
To link an owner to an entry record, click the
button in the side button strip and repeat the process as above
for linking a depositor.