FAQs in this section
What are the key capabilities of the Connections Add-on in Vtiger CRM?
What are the benefits of using Connections feature in Vtiger CRM?
How do I install the Connections Add-on in Vtiger CRM?
What are the steps to set up connections within a module?
How can I edit an existing connection record?
How do I unlink an connection record?

How can I unlink related records in batch?

Yes, you can unlink related records in bulk. Follow these steps to unlink related documents in a Contact record:
  • Log in to the CRM.
  • Go to Essentials > Contacts.
  • Hover over the required Contact record. The Summary view of the Contact record opens.
  • Click on the Documents tab in the Summary view.
  • Select the checkboxes next to the documents you want to unlink.
  • Click on the Unlink button at the top.
The selected documents will now be unlinked from their respective Contact record.
 
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