Difference between revisions of "Information Links"

Revision as of 09:31, 23 April 2014

Information Links are a way of categorising the organisations on your system so that you can find an appropriate organisation to signpost someone to, even if you do not know the full list of organisations that are available.

Clicking on the "Information Links" item in the "Options" section of the Record a Contact screen...

File:IL 1.png

...will bring you to the Information Links lookup screen.

File:IL 2.png

You can now specify a main heading and a subheading to see which organisations might be suitable to signpost to. In the screenshot, a main category of "Building (Internal)" has been specified, and then a subheading of "Plumbers".

File:IL 3.png

Click on "Find Selected Organisations" to see the results of the heading/subheading that you have specified, along with extra functionality.

File:IL 6.png

You now have options to:

Add the names of the organisation(s) to the Record a Contact text

You would use this if you are giving out the details of the organisation(s) to a client.

Tick the boxes of the relevant organisations in the "Add to Contact" column:

File:IL 4.png

Then click the "Add to Contact" button.

File:IL 5.png

This will automatically write text in the "Details of Contact" box.

Mail Merge Letters

Print selected names and contact details

Print the names and contact details of all organisations in the category