Jobs that are not linked to the respective Contact/Client after a CSV import, can now be easily linked by a matching Contact or by any other field(s) in Exelare.

 

To Link Jobs to Contacts,

1. In Exelare, click on Settings (gear icon , at the top right corner) -> Advanced -> Link Jobs to Contacts.




2. Choose your Conditions like,
   
   Jobs -> UserField10 = Contacts -> UserField10




3. Click on Link
4. Once the process is completed, click on Close.