Associating Professionals with a Contact
Civic Platform allows you to associate or dissociate licensed professionals with a contact at any time. Also, you can synchronize the contact information to its associated licensed professionals. This relationship is particularly useful when several licensed professionals all belong to the same contact (for example, an organization contact), and the licensed professionals share the same contact information with the contact.
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Adding Licensed Professionals to a Contact
You can associate one or more licensed professionals with a contact. You can access data about an associated licensed professional directly from the Contact portlet. You can also click the licensed professional link to navigate to the Professionals portlet.
To search for a licensed professional and associate it with a contact
Navigate to the Contact portlet.
Civic Platform displays the Contact detail page.
Click the Professionals tab.
Civic Platform displays the associated licensed professionals list page.
Click Look Up.
Civic Platform displays the licensed professional search page.
Enter the search criteria in the licensed professional fields.
Click Submit.
Civic Platform displays the results from the search.
Select the licensed professional(s) you want to associate with the contact.
Click Select.
Civic Platform associates the licensed professional with the contact.
To disassociate a professional from the current contact, select the licensed professional you want to remove, then click Delete.
Synchronizing Contact Info to Associated Professionals
When certain contact information is updated in a reference contact, you can synchronize that information to some or all of its associated licensed professionals. The contact fields subject to synchronization include all the fields common to both the Contact portlet and the Professionals portlet with the exception of the Status field.
To synchronize contact information to associated professionals
Navigate to the Contact portlet.
Civic Platform displays the Contact list page.
Click the Professionals tab.
Civic Platform displays the associated licensed professionals list page.
Select the licensed professionals to which you want to synchronize the contact information, and then click Sync Contact Info.
Civic Platform synchronizes the contact information for the current contact to all the selected licensed professionals.