Link a Contact to a Resource

Typically, you create Resources for internal people (e.g. staff), and Contacts for external people (e.g. freelancers). In order to write custom reports, or to send a mailshot, for example, you may wish to create Contacts for your internal People. These can be linked together in iCFM to avoid duplication or confusion.

To link the Contact and Resource:

1. Open the Resource page
2. Under the Contact Link header, search for the CETA Contact name
3. Select the Contact name
4. Save Resource and this will create a link between the Resource and the Contact