Mobile: Related ContactsRelated Contacts are customers or contacts in the iPoint database that are associated with a particular customer. For example, they might be contractors, building managers, or family members.
Tapping on the Related Contact link opens a screen that shows:
- all related contacts
- what their relationship is to the customer
- the related contact’s phone numbers
- the associated email address
Tap the < at the top left of the window to go back to the original contact’s details.
Tap the + button in the top right corner of the details to create a new Related Contact.
Tapping on an individual-related contact will open more details about the contact.
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Mobile: Related Contact DetailsRelated Contact Details
All of the Related Contacts details are available on a pop-up window. From here, you can modify any of the fields.
- Full Name
- Email – this is the Main Email address
- Main Phone
- Mobile – where you will store the cell phone number
- Relationship – use this dropdown to define what the relationship is with the contact. Selecting an option will populate it into the box. To delete a relationship, tap the *X*next to the relationship in the field.
- Go to Contact Record – this button closes the Related Contact Details window and returns you to the primary Contact details
- Close – use this button to close the details popover window and return to the list of Related contacts
The Gears icon at the top right corner of the Related Contact popover window is where you can Delete This Relationship, permanently removing this record as a Related Contact to the Primary Contact.
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