Forum Discussion

camner's avatar
camner
Frequent Contributor
3 years ago

Attach a file versus linked to a related item

I guess I fell behind on keeping up with changes to 1P, but I just discovered that version 8 of 1P now supports attaching a file to an item (a feature that disappeared back in version 7 and whose los...
macos
markbot's avatar
markbot
Frequent Contributor
3 years ago

Hi GrayM,

Thank you for that confirmation.

re: "I linked my Credit Card item to the Login I use to sign in to my credit card account, so that I can jump from one to the other easily. Bear in mind, links are one-way, but you can set them up in both directions to be able to switch back and forth."

Aha!

This is FIENDISHLY clever.

BUT -- I ran into a problem when I tried to link a credit card (in the Shared Vault) with the corresponding login (in my Private Account). I couldn't do it. It appears that you can only link to items in the SAME Vault. Once I changed the login to the Shared Account, it worked.

Could you please confirm that?

-markbot
Boston, MA, Sub-Canada

P.S. Again, if this documented anywhere, please let me know.