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Sets of records may be related en masse via the Search results interface.

  • First, create the record you'd like to relate the set to; in this example, a new Loan Out record



  • Next, search for the records you'd like to include in your set


  • From the search results list, click the checkboxes next to the records you wish to include, then select the Relate button



  • Select the type of record you're searching from from the dropdown, and enter the ID number or any other search terms



  • Click the checkbox next to the record you'd like to relate your set to, and hit Relate selected



  • A pop-up at the bottom of the screen will confirm success
  • The selected records may now be viewed via the right sidebar or secondary tab of the Loan Out record

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