What this feature does and when to use it?
The Create Associations feature allows you to link a note, call log, task, or meeting to multiple records, such as candidates, contacts, companies, jobs, and deals. This eliminates the need to duplicate activities across records.
This feature is useful when you want to:
Link an activity to multiple records.
Keep related records updated with the same information.
Avoid creating duplicate notes, tasks, meetings, or call logs.
View the same activity across all associated records.
Maintain a centralized activity history.
Create associations for activities
While creating a Note, Call Log, Task, or Meeting, click Create Associations.
Use the search bar to find and select the records you want to associate with the activity. You can link candidates, contacts, companies, jobs, and deals.
Finally hit the Add button to save the changes. Once it's created, the associated records will be displayed under Associations.
The same note, call log, task, or meeting will also appear on every associated record. For example, if you create a note on a contact's profile and associate it with a candidate, the note will automatically be visible on both records without needing to create it again.
Note:
If you link them it will automatically update the Updated On field of this action on the linked record as well.
If a record is deleted, all the Notes/Call logs/Tasks/Meetings added to that specific record will also be deleted.
When Notes/Call logs/Tasks/Meetings on a record is associated with any other record(s) under “Create Associations”, and if this primary record is deleted, all the linked associations will also be deleted.
Troubleshooting
Problem: I can't find a record while creating an association.
Problem: I can't find a record while creating an association.
Likely Cause: The record may not exist or may not match your search criteria.
What to Check: Verify that the record has already been created and confirm you're searching with the correct name.
Resolution: Create the record first if it doesn't exist, or refine your search to locate it.
FAQs
What happens if a linked record is deleted?
What happens if a linked record is deleted?
If a record is deleted, all the Notes/Call logs/Tasks/Meetings added to that specific record will also be deleted.
When Notes/Call logs/Tasks/Meetings on a record is associated with any other record(s) under “Create Associations”, and if this primary record is deleted, all the linked associations will also be deleted.
Conclusion:
The Create Associations feature helps you keep related records connected by allowing a single note, call log, task, or meeting to appear across multiple records. This improves collaboration, reduces duplicate work, and ensures everyone has access to the same activity history.