Linking contacts to reviews
Link client contact records to a review to record who it is being done for and find reviews by client later.
Linking contacts to a review is optional. You can complete a review with no contacts linked, and you can add or remove contacts at any time.
Linking on upload
The upload doesn’t link contacts directly. Instead, you link the contract to a matter, and the matter’s purchaser contacts come across to the review as its client contacts. See Linking reviews to matters.
You can adjust the review’s client contacts afterwards on its Client tab.
Linking from a review
On an existing review, open the Client tab and use the Link client contact record section to search by name. Click a search result to link it.
Link as many contacts as the review needs. For a joint purchase, link each purchaser as a separate contact - for example, both spouses.
A contact can only be linked to a review once. The search hides contacts that are already linked.
Unlinking
In the Link client contact record section on the Client tab, click the remove button next to a contact to unlink it. Unlinking removes the relationship only; the contact and the review are both preserved.
Name match against the contract
Curia compares the names of the linked contacts against the purchasers extracted from the contract. Curia flags any mismatch with a warning on the Parties tab so you can ensure the contact names are correct on the contract.
FAQ
Do I have to link contacts to a review?
No. Linking is optional. Reviews can be completed without any linked contacts.
Can I link the same contact to a review twice?
No. Each contact can be linked to a given review once.
Can I link imported contacts when an integration is connected?
Yes. Imported contacts can be linked the same way as Curia-created contacts. Only the creation of new contacts is disabled while an integration is on.