How to Add Relationships between your Contacts

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This article explains how to add Relationships between your Contacts

1. Navigate to the Contacts Screen, Select a Contact, and click the "update" button

2. Add Relationships

  1. Click on the "Relationship" icon or just scroll down.
  2. Specify another Contact in your Contacts list that this Contact relates to.
  3. Specify the Role of this Contact
Relationships

For Example:

  1. John Smith is an Employee of West Palm Productions
  2. Jane Doe is the Venue Contact at the Performing Arts Center
  3. Tampa Lighting Rental is the Preferred Vendor at the Ballroom

3. Save

Save

Once you're done, click the green check mark to save!

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