The Share Contact feature on the Contact Summary page enables users to share contact details with Entire OnHire (EOH), including associated client information. Before sharing a contact, ensure that the related client(s) have already been shared with EOH; otherwise, sharing the contact will not be possible.
To share contact to EOH, follow these steps:
- Navigate to the main navigation header bar and click on Contacts.
- You will view the list of all contacts along with their basic details.
- You can either click on the three-dot icon and select View Summary or simply click on the contact.
- This will open the contact summary page, navigate to the three-dot button and select Share Contact.
Recommend Reading: How to share a contact in detail, click here: Share Contact – Contacts Landing Page.
Contact Summary – Share Contact
Any updates made on the contact summary page, like changes to the contact’s First Name, Last Name, Gender, Email, Phone No, etc. will sync with EOH. Similarly, updates in EOH will reflect in XR, ensuring seamless synchronisation between both applications. A message will appear at the top indicating the sync status and clicking on it will open the details.
- Successful sync: Synced with EOH on February 25, 2025, 09:05:67 PM by Kamakshi Bhakuni with Professional ID: 47823489.
Contact Summary - Synced Details
Recommend Reading: To view how the contact details appear in Entire OnHire, click here: ProfessionalProfile.
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