Jobs, Client and Contact have a specific hierarchy that is important to note:
Jobs can’t exist without Contacts
Contacts can’t exist without Clients
If the Client and Contact records already exist, you can jump to Step 2: Job Creation.
If the Client and Contact do not already exist, you can add them in by using the *Talisman Chrome Extension. Make sure to create the Client FIRST, then link to the contact.
*If you haven’t downloaded the Chrome Extension yet, go to your Talisman Tile Page -> WinkWink -> download the extension. Once you have linked up your account to the extension, you will be able to use the Quick Add function to create data records quickly and easily.
Watch Video to download the chrome extension
We hope this article has helped with the questions you had. If you have any further questions, please reach out to our Support team who will be able to assist further by selecting the help icon in the top right of your Talisman instance, then "Live Chat".
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