An employee with access rights to the Chats section can select a specific chat to link to an existing client or create a new client.
How to connect a client to Chat
When you click on the button to bind a client, a modal window appears where you can find the client's data from the chat.
After selection, the client card appears in the modal window and, after saving, will be displayed in the client section of the chat.
To link, click the "Link" button.
Please note that you can only attach one client. You can unlink a client from the chat by clicking on More and then clicking the Unlink button.
When you bind or unbind a client, the event text appears in the chat, containing: the time of the event, the name of the employee who performed the action, and the name of the event with a link to the client.