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Tracking Relationships Between Contacts

Before you begin. This feature might not be available in your version of the application because it is not part of the standard application.

When you want to track relationships between contacts, store the information in the Contact Relationship pages. For example, you might want to track influential relationships, such as personal relationships, business relationships, and industry peers for this contact.

To do so, first link the contact whose relationship you want to track to this contact record. (You can link as many contacts as you want.) Then define the relationship and add any other pertinent information.

Before you begin. Create a contact record for each person you want to link to the contact.

To track relationships between contacts

  1. Select the contact.

    For instructions on selecting contacts, see Finding Records.

  2. On the Contact Detail page, scroll down to the Contact Relationships section and do one of the following:
    • To link a contact, click Add.
    • To update information, click the Edit link in the row for the existing contact relationship.
  3. On the Contact Relationship Edit page, enter the required information.

    You need to select options that describe the relationship between this contact and the related contact. In the second line, select the option that defines the reverse relationship or role.

    For example, after selecting options from the drop-down lists, the Key Relationship Information might read:

    Contact XYZ is a Subordinate of Contact ABC. Contact ABC is a Superior for Contact XYZ.


Published 05/11/2007