Answered
Connections
What is the purpose of the 'connections' tab in the customer profile and how do you use it?
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Support Center
Payments, Stripe, Year-End, Install
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The Connections tab allows you to be able to enter a contact in the Address list of someone your Customer referred and connect that referral to the Customers Profile.
In a Contacts profile in the Address List, choose the Additional Info' tab. On the right side in the 'Other' section, there is a Linked To box. You can add the Customers name in that box and link the Address Contact to that Customer.
Here is a link to our Support Article that gives you step by step instructions:
Organizing & Filtering Contacts
This link says "this site can't be reached." :(
Sorry about that Wendy! The link to the article has now been updated.
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