Understand customer and contact synchronisation hooks
Know how customer/contact changes support landlord and portal records.
Before you start
Use an administrator account for activation and General Settings.
Follow these steps
- Open the module or settings page named in Where to go.
- Know how customer/contact changes support landlord and portal records.
- The module registers customer-profile tabs and customer/contact hooks. Landlord/customer linking should be verified after changes.
- The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
Fields, rules and limits
- The module registers customer-profile tabs and customer/contact hooks. Landlord/customer linking should be verified after changes.
Check it worked
The intended module or setting is active in this workspace; related menus open with the appropriate staff account.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
The module registers customer-profile tabs and customer/contact hooks. Landlord/customer linking should be verified after changes.
Why is the record or action unavailable?
Use an administrator account for activation and General Settings. Check the current company and record relationship before requesting additional access.