Relationship Management: Connect Users to Contact Records
To ensure all Relationship Management features are functional in EverTrue, make sure that each user has a linked contact profile records. Note, it may not be necessary for all of your users to be connected in this way. Ask your Implementation Specialist or EverTrue Support for more information.
It is necessary to match a solicitor user with an imported contact record in the Manage Team section for the Portfolios component of Relationship Management. Matching users with their corresponding contact record is required to enable users to see and manage their own portfolios (moves management, add/remove prospects, mark key relationships, etc.).
- As an EverTrue Admin, go to your Settings and click "Manage Team"
- The status of the match is indicated within the contact record column, where there will be a link attached to the name if there's a record. If not, there will be a button that says "Link".
- If unmatched, click on the "link" button and enter the user's name in the search bar, then click "link"
Please Note - When matching a user to their constituent record, you will see a contact ID shown under the name in the modal's "Select a contact to link this user to" drop down. This is the EverTrue ID of the constituent record, rather than your institution's assigned Remote ID. To confirm that you are linking the user to the correct record, go to the constituent record of your solicitor and review the URL bar of your browser. In the URL you will see the EverTrue ID assigned to your solicitors constituent record, which you can then match back to the record shown in the Link User to Contact Record modal.