Linking Customers Together

Within the "Customers" Tab, or CRM, you have the ability to combine customer records. Records can be combined by any criteria of your choosing. The default functionality is to link customers of the same business together for simplicity.

1. To link clients together, click the "Customers" tab and search for a record.

2. Once the record has been located, click the "Link" button in the bottom right:

3. A list of your clients will appear. Click the record you would like to combine. 

4. Once linked, names will be grouped underneath the Company Name. Click on a record to access specific details.