Client + Contact linking | Voters

Client + Contact linking

under review

Lisa Ridgwell

When creating a client with a contact: DTC automatically creates the client as a contact and adds any additional contacts to the Client. However when you open the Contacts, they aren't linked back to the clent (Company).

June 27, 2023

Ryan Schmidt

marked this post as

under review

Ashley Sharp

Yes this is a pain... I just noticed the other day that one of the contractors I have set up as a business client had a previous job address linked to it, so the job address showed up in a new opportunity for the same contractor.