Adding Relationships

This article covers relationships between contacts.

Creating a relationship

You can easily connect two contacts with one of our stock relationships, or a custom relationship you create in Custom settings.

To add a relationship, select the contact you want to add the relationship to, and click Add Relation on the right sidebar.

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Enter in the name of another contact in your database, and select their name from the dropdown.

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Select the relationship type from the Relationship dropdown and select the Member of household checkbox if applicable (this will help when sending mailers).

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You can see the related contact on the screen of the initial contact's profile.

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