Contact Relations

Pop Up List: Contact Relations

Contact Relations are used in the Related Contacts section of a customer’s CRM record. A customer can have multiple individuals associated with the account like contractors, family members, maintenance contacts, building managers, and so on. Each contact can then be assigned a contact relationship, which is set up on this Pop Up List.

Set Up

1. Click in the first available blank field and type in the name of the contact relationship.
2. Use the Sort Order field to organize the contact names in a specific order.
3. To delete a specific Contact Relation name, click the blue Delete Item button at the end of the line to be removed.

Pop Up List: Contact Relations Example

Use

• Related contacts appear on the Customer Record by clicking on the Related Contacts options
• The contact types appear next to the entry screen as well as on the details portion
• For complete details go to CRM > Customer > Related Contacts

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