Linked Names
Contents
Click on the Links Button at the bottom of any of the screens where it is displayed.
When away from the office, it is important to know who clients are linked to, such as their attorney, accountant, referrals, etc. AAMobile provides that information.
Navigate to or add a new link
The Links Screen lets you navigate to or add a new link.
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You can pick relationships from the list, but you cannot add new relationship abbreviations from the AAMobile application. |
