Linking a Contact
Linking a contact is a crucial feature that allows users to associate a contact with other records, creating a more interconnected and comprehensive view of relationships. This linkage provides context for communication, helping team members understand the broader relationship dynamics and making it easier to collaborate and manage tasks related to the contact.
The linking process is typically straightforward, allowing users to select existing records or create new ones to establish these connections. This interconnected approach ensures that no detail is overlooked and that all aspects of the contact’s relationship with the business are fully documented and easily accessible across the application.
How To Link New Contact
To link a new contact from Details page or Contact Tab, follow these steps,
Hover over the "Customers icon in the sidebar and select Contacts".
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 successfully.
How To Link An Existing Contact
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.