Link to a Contact

This file will guide you through linking to a contact in your database.

There are different levels of permissions for different team members within Arosoftware.
As standard, Sales Team members cannot view or edit other consultant's contacts.

There will be occasions where contacts crossover however and you will need to access a contact.

In these circumstances, you need to link to the contact so you can view and edit their details.

When you click on a contact that you are not linked to the following pop up will appear

To link to this contact, select either phone or email in the drop down, enter the detail and click "Link With Contact"
You will then have permission to view and update the contact