thankQ Help

1.Right click within the Linked Members tab area and choose Add a Relationship.  The following dialog box will appear.

2.If the contact is not in thankQ select No

3.The Select Role drop down field will appear.  Only roles that are available to guests will be displayed.

4.Select a role and click OK

The Guest will be allocated a unique serial number starting with GU.  

5.If you wish to add a name, right click on the Guest and select Set Notes for this relationship.  You will then be prompted to add a note which could include the person’s name.

6.Click OK