How to link clients together?
TravelContact allows you to link clients in order to create Networks.
- On a client's profile. On the left side of your screen, you’ll find the Networks icon. Click on it.
- Click on Edit. Search by name and/or the last name to select the client you wish to associate.
- Select the relationship between the clients and click Save. The client will automatically be linked to the other client by the relationship selected. The platform will automatically show the link on both profiles.
- If you want to add another related client. Click on Edit and locate the + Add button. Repeat the previous steps.