Linking contacts lets you have quick access to any related contacts when using any of the people dropdowns throughout the system.
You can create the relationship from the job worksheet or directly on a contact’s Address Book profile.
Once connected, any related contact will appear in the contact dropdown used in quotes, email, event attendees and more.
If you’ve already added one parent as the main contact for a job, but you know their family will be attending the same event, you can quickly add them as attendees since they are connected via relationships.
One great use for contact relationships is creating employer/employee connections.
The example below uses Stanford University as the employer. Once Stanford is added to a job, I have quick access to email any of Stanford’s employees. Below is the people picker used when composing an email.
Address Book Column
If you’d like to quickly see related contacts in your Address Book, simply add the ‘Related Contacts’ column to your list and save your changes.
You can create new relationship types in Settings › Relationship Types. Each type has a gender neutral, masculine and feminine form. If you select a masculine or feminine form when setting a contact’s relationship, it also sets their gender.
As always, reach out to us at Support if you have any questions!