Account Links

Linked accounts are separate accounts that your organization holds for the same responsible party. Link Console links accounts for the same party automatically based on criteria that your organization configured in Link Console. The Manage Links feature in Latitude allows you to add and remove links manually. You can link an account to an existing party on another account, create a party to link to, and remove account links. Latitude considers all parties in the link group to be the same person.

Data merge

When you link parties, Latitude merges the following data:

• Address records

• Email address records

• Care and financial hardship records (uses the data changed most recently as the current data)

• Income and expenditure records (uses the data changed most recently as the current data)

• Complaint records (uses the data changed more recently as the current data)

Related topics

Add a Link to an Account

Remove all Links to an Account