How to link Contacts and Family Members for Hawksoft

Lucas Jans -

First of all, linking Contacts and Family Members gives us better data so that you can either communicate more clearly to all contacts in a household/account or utilize birthdates in a birthday campaign.

To do this you will first need the latest version of Hawksoft at the time of writing this (3.14) and the latest version of our Synchronization software.

 

Linking when entering the Family Member/Personal Profile

 

Linking existing Family Members/Contacts

 

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