A Client Link represents a type of relationship or connection between two or more Clients, which can also span across multiple inventories.
Client Links are a Global Feature and can be re-used within multiple Rollouts.
They can be managed under Settings -> Client Links by users who are at least Rollout Manager.
Each Client (source) can use the globally defined Client Link Types to establish a connection to another client (destination). Here are example Client Detail Views of two Clients being linked with each other in a new/old relation:
Client "Old-NB-0123"
Client "New-NB-0456"
Creating a Client Link
To create a global Client Link, please go to Settings -> Client Links and click on "Create Link".
Sticking to the example from above, we create a Client Link for a new/old relationship.
For each Client Link, an Inwards and Outwards name needs to be defined They have the following purposes:
When linking a Client, the user needs to select a single outwards/inwards name of all of the link types that are currently configured
If the user decides to go with the Inwards name of a Client Link, the destination Client(s) will automatically receive the Outwards name on their CDVs
The same principle applies vice-versa
Here you can see how the Client Link from the example shown above was established:
