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Understanding Customer Connections

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You can add one or more connections to an individual or business customer using the Add Connection button in the Customer Summary card at the top of any customer screen or from the Connections button in the horizontal button bar. Once two customers are connected, the connection is visible from either customer record.

For individual customers, connections can be employees, friends, relatives, or other. You can assign the relationship type and enter a title or specific relation for that connection. You can also choose a company to which you wish to connect an individual customer.

When you add connections to a business customer, these connections—business employees—become business contacts, and you can set one of those connections as the primary contact for the business. The first connection you add for a business customer will be marked as the primary connection. However, you can change that designation. Primary contacts only apply to business customer connections.

 

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