Add and synchronize professionals with 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 page. You can also select the licensed professional link to navigate to the Professionals page.

To search for a licensed professional and associate it with a contact

1. Navigate to the Contacts page.

2. Select the Professionals tab.

3. Select Look Up, enter the search criteria in the licensed professional fields, and select Submit.

4. Select the check box next to the licensed professional(s) you want to associate with the contact.

5. Select Select.

   Note: To disassociate a professional from the current contact, select the check box next to the licensed professional you want to remove, then select Delete.

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 page and the Professionals page with the exception of the Status field.

To synchronize contact information to associated professionals

1. From the Contact page, select the Professionals tab.

2. Select the check box next to the licensed professionals to which you want to synchronize the contact information.

3. Select Sync contact info.