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Create multiple contacts for a client account
Create multiple contacts for a client account

How to link several contacts to a single client

Tony Archambeau avatar
Written by Tony Archambeau
Updated over a year ago

Do you have different contact persons for the same client? You can easily link them together in Organilog.

There are two ways to add a contact for a client:

Option 1: Go to a client account > Click Contact tab > Add contact > Save

Option 2: From the navigation menu on the left > Click Contact > Add contact > Save

To manage the contact to send the intervention report, go to the intervention file > Report tab > Select the client contact you want to send the report to:

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