When a customer creates multiple applications from different sources, for example, through your company website and then separately through a car dealer, they will be automatically linked.
The following criteria for an application must match exactly for the application to be automatically linked:
- First name
- Second name
There are two ways to view linked applications:
- The application summary view has a section named 'Linked Application'. This section will only be populated if an application has been linked. You can view the linked applications from this section using the 'View' button.
- The activity feed will update when a new application has been linked. A blue label named 'Linked Application' will appear on the activity for any application other than the one you are viewing.
Good to know: At the top of the activity feed there is a filter named 'include linked applications'. When off this will hide the activity on the other linked applications. When on it will show the activity on all linked applications.