> ## Documentation Index
> Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Link Calls to Records in Engage
> Connect Engage calls to the FieldPulse Jobs, Estimates, Invoices, Projects, and Maintenance Agreements they relate to, and copy any call's unique Call ID.
> **Who uses this:** Team Managers and Admins can create, edit, and remove call-to-record links from web. **Availability:** Engage add-on. Creating and editing links is web only; mobile is view-only.
Link an [Engage](https://www.fieldpulse.com/features/engage) call to the record it's related to, so the call and the record each lead you to the other. You add links from web, from either the call or the record.
## Overview
Engage stores every inbound, outbound, and missed call made through a phone line. Linking a call to a FieldPulse record connects that call to the Job, Estimate, Invoice, Project, or Maintenance Agreement it's related to. Once a call and a record are linked, the record shows the call in its **Source** section and the call shows the record in its **Related Records** section, so either side leads you to the other.
Every Engage call also gets a unique Call ID, so you can reference a specific call in a ticket or a note without pulling up the recording.
Linking can be manual or automatic, depending on your account's Call Attribution setting (see [Setting Up Call Attribution](/add-ons/engage/call-attribution)).
## Before you begin
* Engage must be enabled on your account, and you need Engage view permission to see linked calls and records.
* **Enable Call-to-Record attribution** must be turned on. It's on by default, set to **Manual**, so links won't appear until someone adds them unless an Admin switches the setting to **Automatic**.
* Editing the **Source** section on a record requires edit permission for that record type. A user who can't edit Invoices can't edit an Invoice's linked calls.
## On web
### Find a call's Call ID
1. Open Engage and select **Calls**, or open a call from **Conversations**.
2. Select the call to open its **Call Log Details** page.
3. Find the **Call ID** field at the top of the call's details, above **Name**.
4. Select **Copy** next to the Call ID to copy it.
### Link records to a call
1. Open the call's **Call Log Details** page.
2. In the **Related Records** section, select **+ Add Related Records** (or **Manage Related Records** if records are already linked).
3. In the **Link Records to Engage** popup, select the tab for the record type: **Projects**, **Jobs**, **Invoices**, **Estimates**, or **Maintenance Agreements**.
4. Use the search field to find records for that customer, then select the checkbox next to each record you want to link.
5. In the **Choose Primary Record** list below the table, select the star icon next to the record that should be the primary record. Choosing a primary is required.
6. Select **Save**.
The **Related Records** section shows each linked record with its status and a star next to the primary record. Select the red X next to any record to remove it, or select **Manage Related Records** to reopen the popup and change the primary.
### Link a call to a record
1. Open the Job, Estimate, Invoice, Project, or Maintenance Agreement record.
2. In the **Source** section, select **+ Link Engage Call to Record** (or **Manage Linked Engage Calls** if calls are already linked).
3. In the popup, use the search field to find calls for that customer, then select the checkbox next to each call you want to link.
4. In the **Choose Primary Engage Call** list, select the star icon next to the call that should be the primary call.
5. Select **Save**.
The **Source** section shows the **Primary Engage Call** (line name and timestamp), the **Lead Source** tied to that call's line, and any **Other Related Engage Calls**. Lead Source is set from the primary call automatically, but you can edit it before saving the record. Removing the Primary Engage Call reopens the popup so you can choose a new one, since a primary is required.
## On mobile
Mobile shows the same linked calls and records as web, but you can't create, remove, or change a link from the mobile app.
* On a record, the **Source** section shows **Primary Engage Call**, **Lead Source**, and **Other Related Engage Calls**, all as hyperlinks to the **Call Log Details** page.
* On a call, the **Related Records** section shows each linked record as a hyperlink with its status, and a crown icon next to the primary record. There's no red X on mobile.
### Create a record from a past call
1. On the **Calls** list or a call's **Call Log Details** page, select the three-dot icon.
2. Select **Create New** from the **Select Actions** sheet.
3. Select a record type: **Create Project**, **Create Job**, **Create Estimate**, **Create Invoice**, **Create Maintenance Agreement**, or **Create Site Visit**.
4. If the caller isn't yet a customer, enter a contact name when prompted, then continue.
5. Complete the record as you normally would. The customer is already filled in from the call.
## FAQs
**Can a call link to more than one record, or a record link to more than one call?**
Yes. Both the **Related Records** popup and the **Link Engage Call to Record** popup let you select multiple items and choose one as the primary.
**What happens if I delete a record that's linked to a call?**
FieldPulse removes it from the call's Related Records automatically.
**Why can't I see a linked call or record someone mentioned?**
You need Engage view permission to see a linked call, and view/edit permission for that record type to see a linked record. Without it, FieldPulse shows a message that you don't have permission to view it.
**What happens if I change the customer on a record after Source was auto-populated?**
If the new customer doesn't match the original call's customer, FieldPulse clears the Primary Engage Call field and keeps the Lead Source. You can re-link a call to the record yourself.
## Related articles
* [Setting Up Call Attribution](/add-ons/engage/call-attribution)
* [How to Create an Engage Report](/add-ons/engage/report)
* [How to Assign a Phone Number to a Lead Source](/add-ons/engage/assign-number-lead-source)
* [Engage Overview](/add-ons/engage/overview)
Your call link is working when the call shows in the record's **Source** section and the record shows in the call's **Related Records** section.
## Related topics
- [Setting Up Call Attribution](/add-ons/engage/call-attribution.md)
- [How to Create an Engage Report](/add-ons/engage/report.md)
- [Engage Phone System](/add-ons/engage/index.md)
- [Engage Overview](/add-ons/engage/overview.md)
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