Linked Contacts

In this help article we take you through the steps in linking contacts between one another and also linking contacts to a particular job. This feature is useful for linking contacts together from the same company/site or who are associated with each other.


Linking Contacts



Step 1: Navigate to All Contacts and select your Contact





Step 2: Select Linked Contacts





Step 3: Select Link



If you already have linked contacts then they will appear in a list here.



Step 4: Select a Contact to link



You can select an existing contact to link or add a new one.



As you can see below, the original contact we selected now has a linked contact.



Linking Contact to Job



Step 1: Navigate to All Jobs and select your Job





Step 2: Select Linked Contacts





Step 3: Select Link



The Contact already assigned against the Job will appear in this list also.



Step 4: Select a Contact to link



You can select an existing contact to link or add a new one.



As you can see below, the job now has 2 linked contacts.



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