Advanced Client Links

What are Advanced Client Links?

With Advanced Client Links you can define certain Custom Fields whose values should be shared between all Clients that are directly linked to each other, establishing a single source of truth amongst them.

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Example use-case

In our example we are creating an Advanced Client Link to share the the Client user's Contact Information that is collected by our technicians within the Delivery Checklist.

In our Rollout, we track two assets per user: The old device as well as the new one. As soon as the Client user has received the new device, the technician links it to the old one.

Now, as both Clients (old and new) have the same user, we would like to automatically store the user's Contact Information in both Clients, even if it has only been submitted for one.

1

Creating the Custom Field to be shared

The Custom Field we are creating is a Text Area called Contact Information. For privacy reasons, we will hide it on the Delivery Sheet.

2

Creating the Advanced Client Link

For the Advanced Link we are creating, we will use the same inwards/outwards name "belongs to same user of" since the relationship has the same meaning in both directions.

After selecting the Advanced Client Link checkbox, we can choose the Custom Fields we would like to share between all directly linked Clients.

3

Establishing a link between two Clients using our Advanced Client Link

On the Client Detail View of one of the Clients, we can now establish the link.

4

Resolving conflicts between the shared Custom Field values

In case the Clients to be linked have different values for our shared Custom Field Contact Information, the user needs to decide which value should be kept before the link is established. The other value(s) will be discarded but can be retrieved through the history.

This can be done inside of a modal which pops up after clicking on the "Save Link" button if the system detects a conflict:

We can see that for our destination Client "New-NB-0456" a value was already stored for our field Contact Information while the old device has no value at all. Since we have verified that the phone number and email are both correct, we are deciding for the value of the new device to be kept by clicking on it:

5

Retrieve the shared Custom Field values

By looking at the of one of the two Clients you will then see the selected value was adopted and the field is highlighted:

Like this, we have a single source of truth for our Custom Field Contact Information amongst all Clients that belong to the same user.