Using the Related Tabs

As a relational database, Centerbase has many ways of connecting records and showing those connections. Every record presents its related or linked records through the Related Items tabs.

Records can become related in multiple ways:

1. Directly through a lookup field on a record (one-to-one relationship like the Main Contact field on a Client record directly links the Main Contact to the Client).
2. Manual linking through the related items tab (see below)
3. Mass Linking (see section 4.2)
4. Using the Copy-To function will link the copied from record (parent) to the copied to record (child).

The Related Tabs on a Matter

The example below shows an activity related tab on a matter.

Configuring the Related Tabs

From the Item form, click the gear, the choose Related Items.

From the related item settings screen, the selection dropdown with the Green Plus Icon is used to add more tabs to the list. Once added the grey bars can be dragged up and down to reorder the tabs and/or the listing of related items under the Related Tab. 

For each item, the following options are available: 

• • Show as Tab: Check to display the Item as a tab
  • From Linked: Check to display items of that type from both the current record, as well as ANY record linked to the current record.  An example would be, if on a Matter, adding an Email tab, checking this option would show emails from anything linked to the matter, emails sent from bills for instance.
  • Show Inactive/Completed (Activities):  Check to display records that have been set Inactive.
  • Click the X to remove the tab from the view.
  • The GEAR icon is legacy functionality to configure the old-style related tabs list.

At the bottom, you can click on the Reset to System Default to put everything back to the original defaults or check the box and Save to set new defaults for everyone at the firm. 

The related items tab can be customized on a per user basis or inherit from or set as system default (requires permissions). 

Note: If all items in the Related Items settings are checked, the Related Tab will not show. It will only show as a tab if at least one item in the list is not marked to "Show As Tab"