In the Related Contacts section, you can see a list of related contacts for the current contact.

related contacts sectionRelated Contacts Section

View the Related Contacts List

For each related contact, you can see:

  • Full Name
  • Email address
  • Main and mobile phone numbers
  • Relationship to the current contact

View/Edit Related Contact Details

Click on a related contact in the list to view the details, edit it, or delete it (if you have the appropriate user permissions). In the popup window that opens, you can:

  • View the related contact’s full name, email address, main and mobile phone numbers
    edit a related contactEdit a related contact in the Related Contact popup window
  • View Relationship type details, including details for the “Other” relationship category in the box below the Relationship dropdown list
  • Add additional Relationship types:
    • Select a relationship from the Relationship dropdown list OR
    • Click in the Relationship field and type in your own relationship type
  • Delete a Relationship type by clicking the “X” to the right of the relationship type
  • Click the Close button to close and save any changes
  • Click the Go to Contact button to open the Contact Details for the related contact
  • Click the gears icon at top right and then the Delete This Relationship button to delete the related contact record (if you have the appropriate permissions)

When viewing the Related Contact portal, any contact that has more than three relationship types will display ellipses indicating more relationship types are available than those displayed on the screen.

Add a New Related Contact

To add a new related contact:

  1. Select a contact in the dropdown list at the top of the screen
  2. Tick the checkbox(s) that describes how the selected contact is related to the current contact, for example: Contractor, Family Member
    1. If you choose Other, a popup window will open to allow you to type in your own relationship description
  3. Click the Add Selected Contact button

add a new related contactAdd a new related contact

Training Video

Last modified: 29 May 2019

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