Contact Association Detail View

Use associations to create relationships between contacts. Associations are listed on the Associations tab on the Contacts Detail view. More than one contact association might exist for a particular contact.

Use the Contact Association detail view to see in-depth information about an contact's relationship with another contact. The association view includes the names of the contacts, as well as a brief description and any notes.

To add

1. On the Contact Detail view, click the Associations tab.
2. Click the Associate a Contact button
3. Click the  Findbutton and find the contact to associate to the first contact.
4. Click the drop-down arrow below the contact and select an item from the list that best describes the relationship of the first contact.
5. In the first Description box, enter a brief explanation of the first contact's association.
6. Click the drop-down arrow below the contact and select an item from the list that best describes the relationship of the second contact.
7. In the second Description box, enter a brief explanation of the second contact's association.
8. Click Save.
   

To edit

1. On the Contact Detail view, click the Associations tab.
2. Click the Edit link for the association that you wish to view or edit.
3. Make your changes. To change the relationship type, click the drop-down arrow and select an item from the list.
4. Click Save.

Contact Association Examples

Example 1

If Bill Hickman works for Company A and subcontracts for projects with Wayne Clark, who works for Company B, a contractor/subcontractor association exists between them.

Example 2

If Sally Smith works for Jean Johnson at ABC Company, an employee/employer relationship exists between them. You would not establish an account relationship because both are employed in the same department at ABC Company.

Related Topics

Contacts Overview