Contact-to-Contact Association

The Contact-to-Contact Association feature empowers users to link multiple contacts using custom labels, enabling them to define and manage personal or professional relationships, such as "Parent-Child," "Spouse," or "Business Partner." This functionality is essential for users looking to keep track of complex connections within their contact lists, streamlining relationship management and improving organizational efficiency.

Key Features and Benefits

• Custom Contact Associations: Users can assign custom labels to define relationships, such as "Manager-Employee" or "Husband-Wife." This flexibility allows contacts to be linked in meaningful ways, aligning with various professional and personal structures.
• Multiple Associations per Contact: Each contact can hold up to 10 unique relationships, providing the capacity to manage various connections seamlessly.
• Enhanced Contact View: The “Associations” section in contact details offers a clear view of related contacts, grouped by their custom labels, giving users an instant overview of all associated contacts.
• Complete Management of Association Labels: Admins can create, edit, and delete custom labels with ease, ensuring associations remain relevant and organized.

How to Use Contact-to-Contact Association

1. Creating Associations
   • Navigate to Settings(Located in the bottom left corner) > Objects > Contacts and click on + Create Association.

• Choose either a single label (e.g., “Parent”) or a pair of labels (e.g., “Husband-Wife”).
• Save the newly created association labels, which can be edited or deleted via the three-dot (kebab) menu.

1. Linking Contacts and Viewing Linked Contacts
   • Open the desired contact’s details page and locate the “Associations” section.

• Click “Add” next to Contacts, select the contact to associate, and apply the relevant label.

• Once associated, the connected contact will be visible within the “Associations” section, and the relationship will reflect reciprocally in the associated contact’s profile.

Pro Tips

• Choose Consistent Labels: Define labels that are universally understood within your organization to avoid confusion.
• Periodic Updates: Regularly review and update associations to ensure that they reflect the most current relationships within your contact database.

FAQs

1. How do I create a custom label for contact associations?Go to Settings (Located in the bottom left corner) > Objects > Contacts and select + Create Association. Choose a single or paired label and save it for use.
2. Can I edit or remove an association label after it has been created?Yes, use the three-dot menu (kebab menu) next to the label in settings to edit or delete any association.
3. How many associations can I create per contact?Each contact can hold up to 10 association labels, allowing for diverse relationship management.
4. What happens if I delete a linked contact?If a contact is deleted, the association will no longer display in the remaining contact’s details, as it is tied to the existence of both contacts.
5. How can I view all associations for a particular contact?All associations are viewable within the contact’s details under the “Associations” section, with contacts grouped by the assigned labels.