Guide
Rollout Managers
Rollout Managers
  • 👋Welcome to Rollouter
  • Setup
    • Custom Fields
      • Creating a Custom Field
    • Checklists
      • Conditional Checklists
      • Persistent Checklists
      • Creating a Checklist
    • Workflows
      • Creating a Workflow
    • Inventories
      • Creating an Inventory
      • Creating Clients
      • Importing Clients
    • Client Links
      • Advanced Client Links
  • Working with Clients
    • Client Detail View
      • Default & Custom Fields
      • Checklists
      • Attachments
      • History
      • Moving Clients
    • Finding Clients
    • Tasks
    • Delivery Sheet
    • Linking Clients
    • Client Groups
  • Rollout View
    • Calendar
    • Client Dashboard
    • Collaborators
  • Rollout Planning
    • Roadmap & Burndown
    • Appointments
    • Client Assignment
    • Working Days
  • Integrations
    • ServiceNow
      • Preparing your ServiceNow instance
      • Connecting Rollouter to your ServiceNow instance
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On this page
  • How to link Clients
  • Advanced Client Links
  • Other features utilizing Client Links
  1. Working with Clients

Linking Clients

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Last updated 1 month ago

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 .

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 , 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.

In the Client Detail View, Links can be added in the corresponding window, located in the right-hand third of the Fields tab. Existing Links are also displayed, its furthermore possible to delete Client Links from there.

In the Clients Slide-Over, Links can be added in the corresponding window, located in the right-hand third after selectingg a Client. Existing Links are also displayed, its furthermore possible to delete Client Links from there.

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.

-

Advanced Client Links

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

Other features utilizing Client Links

When creating an Export (Rollout -> Inventory -> Export), its possible to include Client Links.

can be set up as described above.

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

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

Advanced Client Links
Custom Field
Delivery Sheets
here
Client Dashboard