Link Jobs to Contacts

Jobs that are not linked to the respective Contact/Client after a CSV import, can now be easily linked by a matching Contact or by any other field(s) in Exelare.
 
To Link Jobs to Contacts,
  1. In Exelare, click on Settings (gear icon , at the top right corner) -> Advanced -> Link Jobs to Contacts.



  2. Choose your Conditions like,
    Jobs -> UserField10 = Contacts -> UserField10



  3. Click on Link
  4. Once the process is completed, click on Close.

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