Managing Contact Relationships

Contact relationships link a contact to other contacts, such as a spouse, an employer or a company the person represents, so you can see who is connected to whom.

You can add relationships while you create or edit a contact, or from the Contact Relationships card of the Contact dashboard. The list of relationships comes from your relation types. See Managing Relation Types.

Table of contents

• Add a relationship from the dashboard
• Add a relationship in the contact form
• Edit or delete a relationship

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Add a relationship from the dashboard

1. Open the contact and, in the General tab, find the Contact Relationships card.
2. Click + Add Relationship.
3. You can also click Edit Contact and use the Related Contacts section of the form.

The Add Related Contact panel opens.

1. Search for the Related Contact.
2. Or click + to create a new contact. The Add Contact panel opens with the Person and Company tabs.
3. In Related Contact’s Relationship To (followed by the name of the contact you are viewing), select the relationship.
4. Add Notes, if needed.
5. Click Save.

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Add a relationship in the contact form

In the Add Person, Add Company or edit form, click Add Related Contact.

1. Select the relationship type.
2. The list includes types such as Child, Client, Employer, Emergency Contact, Parent, Spouse and many more.
3. Search for the related contact.
4. Or click + to create a new contact.

Click Add Related Contact again to add more relationships, and click × to remove one. Then save the contact.

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Edit or delete a relationship

The Contact Relationships card lists each relationship with its Contact Name, Contact Type and Relationship. The card also has a View Network button.

1. To edit a relationship, click its pencil under Actions, make your changes and click Save.
2. To delete a relationship, click the arrow next to the pencil and select Delete.

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Related articles

• Getting started with Contacts
• Structure of the Contact dashboard
• Managing Relation Types