Contact person link to other clients allows you to record which companies or customers a given person is connected to. Thanks to this, you have an overview of all relationships Contact persons and you can easily track her participation in various business cases or projects.
Creating a link
You can create a link between a Contact Person and other Clients in the panel Links to other clients using the button Create a link. In the dialog box, select Client to whom you want to connect the Contact Person. You can also fill in Position, which the Contact Person has with another Client, or Note. All confirm with the button Impose.
On detailed Contact persons tab then you will find links to other Clients in the panel Links to other clients or on the tab Linked records » Links to other clients.
On Client's detailed card then you will find this person in the bookmark Contact persons, in the section marked as Persons with minor binding You can easily click through to the detailed Contacts tab from here.