Link an Individual to a Communication from the Individual's Record

While you can add participants and attendees to an existing communication from the communication record, you can also link communications to individuals directly from the individual's record.

Link a Communication to an Individual (Actions Menu)

1. Navigate to Individuals in Stakeholder Engagement.
2. Locate and open the individual to which you want to link a communication.
   If the individual is inactive, it will need to be reactivated before you can link them to a communication.
3. Click the Actions button in the top right hand corner of the information page.
4. Select the Link to communication option.
   
5. In the Communication drop-down list, select the communication you want to link to this individual
   OR Create a new communication using the + Create button.
6. Click the Link button.

Add a Communication to an Individual

1. Navigate to Individuals in Stakeholder Engagement.
2. Locate and open the individual to which you want to link a communication.
   If the individual is inactive, it will need to be reactivated before you can link them to a communication.
3. In the left hand record menu, click the + Add in-line option OR select Communications under Engagements and click the + Add button in the Communications information page.
4. Select either Create a new record OR select Link an existing record.
   
   
5. In the Communication drop-down list, select the communication you want to link to this individual
   OR Create a new communication using the + Create button.
6. Click the Link button.