How to link a contact/ matter to a contact?

Objectives

• Link a contact/ matter related to the contact

Environment

• Contacts Module

Additional Information

• Link contact/ matter related to the contact 
• Export matters related to the contact to excel

Procedure

Related contacts tab is used to keep track of Contacts related to a Contact.

Contacts related to the Contact are present with their information in the Contacts module.

To relate the contact, you can simply write the contact name and then press on Add Relation Button.

Related Matters tab is used to store matters related to the contact.

To relate the matter, you can simply write the matter name and then press on the Add relation button.

To the right, we have the Export button option, which allows you to export all the matters related to the contact.