Related Contacts

Modified on Mon, 9 Oct, 2023 at 5:25 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

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