Link contact vs important contact

TaxDivaTaxDiva Posts: 27 ✭✭

What's the difference between the two? I know I can customize the important contact. Also how do I delete a link contact. I have a client where Iink & important is the same person. I just want them as an important contact ie mother, father etc.

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 97 admin

    Hello!

    “Important contact” is what shows on the contact profile where the connection was added.
    “Linked contact” is what shows on the profile of somebody who was linked on another person’s profile.
    For that reason, to edit the relationship of a “Linked contact”, you would need to go to the profile of the original contact.

  • TaxDivaTaxDiva Posts: 27 ✭✭

    Ahh ok.

Sign In or Register to comment.