Understand the linked contact

Recognise when an active client contact is linked for proposal delivery and public-intake ownership.

What this guide covers

Recognise when an active client contact is linked for proposal delivery and public-intake ownership. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.

Exact step-by-step process

1. Open Admin Area → Full Compliance Applications → Case.
2. Locate the record, setting or action used to understand the linked contact.
3. Complete the displayed fields or controls exactly as described in this guide.
4. Select the available save, submit, update, call, sign, upload or confirm action.
5. Return to the related register, portal, dashboard or call panel and verify the recorded result.

Fields, choices and supported possibilities

Code-backed validations and workflow rules

• The action is available only when the supplied module exposes it and the signed-in user has the required module and core CRM access.
• Hidden helpers and internal background methods are documented under the user-facing workflow they support rather than presented as separate menu pages.

Expected result and verification

• The understand the linked contact workflow completes without a validation, permission or availability error.
• The relevant case, document, proposal, call, extension, widget session, timeline or audit evidence shows the expected state.
• Any client-visible or public result appears only where the code explicitly allows it.

Security, privacy and operational checks

• Use a controlled test case, contact, extension or website origin before production rollout.
• Grant the minimum permissions needed and protect private documents, call metadata, signing evidence, API credentials and infrastructure paths.

Related Full Compliance Applications and CRM guides