From the View Contact Screen, click on the Button_Links Button or the Markets Bar to see a list of notes.

Links Overview

Advisors Assistant Mobile allows you to link names to each other so that you can track different relationships between names in your database. You can use links to track relationships such as:

Family members
Employees to their employers for groups and 401k's
Referrals and other sources for your new clients and prospects
Other service providers like accountants and attorneys

Once two names are linked, you can easily switch back and forth between the name records.

See Also