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Connections

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What is the purpose of the 'connections' tab in the customer profile and how do you use it? 

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3 comments

Date Votes
  • Official comment
    Tricia
    Tricia

    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

     

  • Wendy Reeves
    Wendy Reeves

    This link says "this site can't be reached." :(

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  • Kelli
    Kelli

    Sorry about that Wendy! The link to the article has now been updated.

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