Adding and Editing Contact Association Details

Use associations to create relationships between contacts. Associations are listed on the Associations tab in 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 a contact's relationship with another contact. The association view includes the names of the contacts, as well as a brief description and any notes.

  1. To add:
    1. On the Contact Detail view, select the Associations tab.
    2. Click add.png (Add Association).
    3. Click search_new (Find) 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 field, specify 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 field, specify a brief explanation of the second contact's association.
    8. Click OK.
  2. To edit:
    1. On the Contact Detail view, select the Associations tab.
    2. Click the Edit link for the association to be viewed or edited.
    3. Make the changes. To change the relationship type, select an item from the list.
    4. Click OK.

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 cannot establish an account relationship between Sally Smith and Jean Johnson because both of them are employed in the same department at ABC Company.

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