Linking Actions to Make them Related Actions
We use Related Actions a lot. For example, we use the meeting note as a "Parent" and all of the "Child" notes contain follow up.
Sometimes, there are two Actions that are "unrelated", but I'd like to link them together to make them related. Is there a way to do that? For example, I had noted a conversation with a client in Junxure and then another team member had a similar conversation and created a new, separate note. I'd like to combine these so that we have them together for future reference. Right now, to make sure we keep track of everything, I write in the note, "See note dated XX/XX/XXXX."