Link contacts to each other

Link contacts to record connections between people or organisations within your database.


You can use this function when two contacts are part of the same organisation or have some kind of relationship - family, professional or personal, for example.


  1. Go to Contacts > List.
  2. Open the record of the contact you want to edit.
  3. Go to the Related contacts tab.
  4. Click Add related contact.
  5. In the Contact field, select the existing contact you want to establish the relationship with.
  6. Say whether it is a reciprocal relationship. If you tick this option, the connection appears on both contact records.
  7. Add a descriptive note, if you need to.
  8. Click Save.

Tip

Related contacts can also help with searches. For example, you can find someone you cannot quite remember through the contact who introduced them to you.