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User Updates for Contacts and Groups

User Update for Contacts

This magic link is sent to a User. It gives the user a customized and limited view into the contacts that are assigned to them.

Which this link the User can provide updates on his/her contacts quickly and simply.

Starting with a list of assigned (or subassigned ) contacts:

The User can click on any record and update the details:

See Magic Link Scheduling for options to enable or disable fields to customize the link’s viewable page.

User Update for Groups

This magic link works similarly to User Update for Contacts. It gives the User a portal to update the groups assigned to him/her.

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Last Modified: March 9, 2023