Client Links

What is a Client Link?

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

• The same principle applies vice-versa

Here you can see how the Client Link from the example shown above was established:

Advanced Client Links are explained on the next page.