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- Click the Add Link button next to the appropriate relationship
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If the contact record has not been saved, it will be saved before opening the Select Record pop-up |
- From the Select Record pop-up, select the contact to apply the relationship to by selecting it from the list of records
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The Internal Relationship "Add Link" will open the Select Record pop-up listing business and properties setup in the Property moduleThe Agent Relationship "Add Link" will open the Select Record pop-up with a list of all contacts setup with an 'Agent' role |
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| The Add Link button next to the Internal Relationship opens a window listing all Property and Business units setup in the Property module |
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The Add Link button next to the Agent Relationship opens a window listing all contacts created with an 'Agent' role |
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- When a relationship is applied, the contact form will update displaying the new relationship and (where the contact did not have address details), a linked address will automatically be displayed
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