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:
- Open the Resource page
- Under the Contact Link header, search for the CETA Contact name
- Select the Contact name
- Save Resource and this will create a link between the Resource and the Contact
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