Related Contacts

Modified on Mon, 09 Oct 2023 at 05:25 PM

 



Related contacts are used to connect multiple contact records to one another.


This can be done by clicking on the + button in the Contact Record 


When clicked, you will need to select the Related Contact and how they they are related. Notes about the relationship can also be added.


 

When added, the related contact will display in the Contact Record, and you can perform any of the following actions:

  • Click the name to view the Contact Record

  • Edit the relationship

  • Delete the relationship



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article