Parties

Connect Parties

Connect parties seamlessly for enhanced collaboration and communication without hassle.

1. Navigate to the Parties tab.

2. Click on Connect Parties to initiate the process.

3. This action opens another window labelled Connect Parties for adding parties associated with the contact.

4. Utilize the + Add button to include any number of parties as needed.

5. Click Save button.

Parties can only be connected to active contacts. Therefore, please ensure that the contact you wish to connect as a party is active. Once verified, you can proceed to link the active contact as a party to the specific contact.

In the Parties tab, we offer a convenient search bar feature. This allows you to easily search for and view parties within the tab.

Delete Parties

Simplify your party management by effortlessly removing unnecessary entities, ensuring a streamlined system.

1. Click on the delete icon next to the party you want to remove.

2. This action prompts a Warning screen asking for confirmation.

3. Confirm deletion by pressing the Yes button.

4. The parties will be permanently removed from the system.