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Lynx Knowledge - Partner/Contact Integration

Link knowledge articles to contacts and companies

lynx_knowledge_partner · v19.0.1.0.0 · Standard

Ce que cela résout

Lynx Knowledge - Contacts Bridge

Bidirectional knowledge linkage between Lynx Knowledge articles and Contacts: Contacts records gain a "Related Articles" pane, articles gain a list of partner records they apply to, and the team stops searching for the runbook every time something happens.

Most contact questions have already been answered in writing. The problem is finding the right article when you need it. This bridge adds many-to-many links in both directions so contact records surface partner-relationship playbooks, and articles list the partner records they govern - without copy-pasting URLs into chatter.

Key Features

  • Contacts record linking - Contacts forms gain a Related Articles section.

  • Article linking - Knowledge articles gain a list of linked partner records.

  • One-click jump - clicking through either direction opens the linked record.

  • Multi-link support - many articles per record and many records per article.

  • Audit-friendly - the linkage stands up in compliance reviews where "what document governs this contact record?" must be answered quickly.

Auto-Installation

Installs automatically when both lynx_knowledge and contacts are present. Bridges your knowledge base with contact records so the SOP and the work live next to each other.

Integrates With

  • lynx_knowledge - the article engine.

  • contacts - the contact module being bridged.

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