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Add A Connection For A Contact
Add A Connection For A Contact

How To Add A Connection For A Contact In ZenCase

Christine Clark avatar
Written by Christine Clark
Updated over a week ago

Overview

You can add a connection to any contact in ZenCase. By creating a connection for a client, you can establish specific contacts or members with roles and notes that will be associated with your contact.

How To Add A Connection For A Contact

You can create a connection in which you can see all the contacts and members related to your contact.

You can also add new connections by importing contact connections via CSV.

  • Go to the Contacts list page

  • Select a contact in the table by clicking the contact's name

  • On the specific contact detail's page, click the "Connections" tab

  • Click "Add Connection"

  • Select Organization/Person which is a contact or member

  • Select Relationship Role

  • Enter Title

  • Enter Note

  • Click the checkmark icon under the "Actions" column

You have now successfully added a new contact connection.

If you select the contact in the connections table with the checkbox, you can click the "Conflict Check" button to perform a conflict check for that connection.

If you have any questions or comments, let us know!

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