Linking Clients

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.

Further information on the subject of (Advanced) Client Links, in particular on creation and configuration, can be found here.

How to link Clients

Clients can be linked / unlinked by Technician+ using the Link Client slide-over which is accessible from 3 sub-pages.

In the Client Dashboard, Links can be added in the corresponding tab. Existing Links are also displayed, its furthermore possible to delete Client Links from there.

The red indicator displays the active Client Links for each Client.

Its possible to link Clients in between different Inventories.

Utilizing the aformentioned Add Client Link button leads to the Link Client slide-over.

Field
Purpose
Required

Displays the source Client, from where the slide-over was accessed. Pre-selected and cannot be changed.

Yes

Used to select one of the existing Client Links.

Yes

Used to select the Clients to link too. Its possible to link several Clients at once.

Yes

Displays a preview of the resulting Client Links.

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Advanced Client Links

Advanced Client Links can be set up as described above.

Unlike ordinary Links, they not only describe a relation, but can also share Custom Field values between the linked Client.

Its only possible to set up 1 advanced Link per Client, regardless of source / destination.

Other features utilizing Client Links

On Delivery Sheets, Client Links will show up in the "Related items" section.

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