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
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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.
