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!