How do I link a Company or Agent Profile to a Debtor?
A Company or Agent profile can be linked to a Debtors profile if they are also a debtor.
A Debtor profile needs to be in place before the Agent or Company profile can be linked.
1. Company Profile
- Navigate to Profiles -> Company
- Select the Profile.
- Click on the "Edit" button.
- Select "Other" tab.
- Click on the drop-down and select the Debtor profile you wish to link the Company profile to.
2. Agent Profile
- Navigate to Profiles -> Agent
- Select the Profile.
- Click on the "Edit" button.
- Select "Other" tab.
- Click on the drop-down and select the Debtor profile you wish to link the Agent profile to.
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