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(Voting Open) Linking Contacts between Schedule and Organization

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  • 5/18/2016
  • 544 Views
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  • Last Activity: 1 year ago

Company Response

Ryan Greene
Ryan Greene 1 year ago

Thanks for your suggestion Denise! When you go to the schedule if you check the box below the billing address that says "Yes, add this contact to the organization's contact list", this will add them to the organization's contact list. Please contact us if you need any assistance with this process!

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Linking Contacts between Schedule and Organization

Denise Fernandez
Denise Fernandez 1 year ago

Company Response

Ryan Greene
Ryan Greene 1 year ago

Thanks for your suggestion Denise! When you go to the schedule if you check the box below the billing address that says "Yes, add this contact to the organization's contact list", this will add them to the organization's contact list. Please contact us if you need any assistance with this process!

Comments