How to Share a profile with another email address

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Summary:

The Actions widget can be used to forward copies of the profile information to other email addresses

NOTE Sharing is different to Assigning.  Sharing sends a copy of the contact profile and a message to any email address.  Assigning "assigns" this Contact to a specific CANDDi User.  The User gets a notification and also gets notified each time that the assigned Contact returns to the site.

(See https://support.canddi.com/hc/en-gb/articles/201943686 for details on assigning)

 

How to share:

1. Click on the profile of the Contact that you would like to share 

2. Click on the share widget.

3. Enter one or more (comma separated) email addresses and any message

4. Press on the send tab.

The email(s) (one to each email address) will be sent and the Contact has a comment added mentioning that it has been Shared

 

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