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Process | Reference |
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Navigate to the task record and click the pencil icon to edit the Name field |
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Search the Name of the account you wish to add to the field (installer associated with the case or interaction) |
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Once both contacts have been added, click the Save button |
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The interaction is now associated with the installer, the homeowner and the case. | |
Relating an Interaction (Videos)
This video shows how to relate an interaction to multiple contacts and a case during the interaction.
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This video shows how to relate an interaction to a homeowner and an installer during wrap up.