Link a stakeholder to a contact

Linking a stakeholder to a contact lets you manage address, IBAN and payment details in one place and use the party on your invoices.

Link a stakeholder to a contact

1. Go to Stakeholders;

2. Click the stakeholder you want to link;
3. Click Link to contact in the Linked relation panel;
4. Choose how to create the link:
   1. Link an existing contact:
      1. Search for and select a contact in the Existing contact field;
      2. Click Link.
   2. Create a new contact:
      1. Click Create new contact.

Once linked, the Open contact button appears so you can navigate directly to the contact.