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The Link Box assists in providing greater accuracy and insuring ensuring data integrity by allowing the user to look up related records rather than remembering or re-entering data. Records are linked by storing the ID number or Is Name file name (depending on how the link box is configured) of the related record within the current record.
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- If you know the ID of the record, enter it into the text field. Then, move to another field by pressing Tab or using the mouse. The name in the related record automatically -populates in the text field based on the ID you entered.
- If you know the Name of the record but not its ID, enter the first few characters of the name into the text field and move to another field.
- If only one record matches the character string, the namein name in that record automatically populates in the Text field.
If more than one record matches the character string, a Find Items dialog box displays with a list of matching records. The search may be further defined to locate the record. Once the desired record is displayed, select it and the name in the related record displays in the Text field.
Note Records may exist which have numeric values as the first characters; for example, 2010 Annual Conference. If 20 is entered in the Text field, records starting with 20 and not the record with the ID of 20 displays.
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