Link Jobs to Contacts

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BySrini Kaarlapudi

Jobs that are not linked to the respective Contact/Client after a CSV import, can now be easily linked by a matching Contact or by any other field(s) in Exelare.

To Link Jobs to Contacts,

  1. In Exelare, click on Settings (gear icon Link Jobs to Contacts, at the top right corner) -> Advanced -> Link Jobs to Contacts.

Link Jobs to Contacts

  1. Choose your Conditions like,

Jobs -> UserField10 = Contacts -> UserField10

Link Jobs to Contacts

  1. Click on Link
  2. Once the process is completed, click on Close.