Linked Contacts For Accounts
The Linked Contacts feature is designed to provide a comprehensive view of all the individuals associated with an account, enhancing the context and depth of account management. On the Account Details page, users can see a summary of key contacts directly within the Details section. This summary includes essential information such as contact name, phone number and email allowing users to quickly identify and reach out to the relevant individuals associated with the account. The users can link a new contact or add an existing contact from here. This integration ensures that critical contact information is always at hand, streamlining communication and improving efficiency.
In addition to the summary view, a dedicated Linked Contacts tab offers a more detailed and structured list of all contacts linked to the account. This tab allows users to add, edit, and manage contacts to the account. By organizing contacts in a separate tab, users can easily navigate through the contact list, update information as needed, and maintain a clear record of all associations.
This dual-location feature, combining immediate accessibility with detailed management, ensures that users have a complete and organized view of all relevant contacts, supporting effective communication and relationship management.
How To Link New Contact To An Account
To link a new contact from Details page or Contact Tab, follow these steps,
Hover over the "Customers icon in the sidebar and select Accounts".
Click on the "ID", you will be directed to the details page.
Here, click on the "New Contact" button.
A "Add contact" modal appears displaying all the required fields to create a contact.
Enter all the details accordingly and then click "OK".
The contact is created and automatically linked to this account successfully.
How To Link An Existing Contact To An Account
To link an existing contact from Details page or Contact Tab, follow these steps,
Click on the "Existing Contact" button.
A contacts modal appears, with a list of existing contacts in cards.
Check the checkbox beside each contact that you want to link and then click OK.
You can also search for a particular contact from the search box, select it and then click OK.
The existing contacts are linked successfully to the account.