Relationship Types

WebWorkstation

Relationship types define the labels staff use when linking two contacts, such as Parent / Child or Spouse.

Open this page from Admin > ZynoCRM > Relationship Types.

Create a relationship type

1. Select Add Relationship Type.
2. Enter a name.
3. Choose whether the relationship is Symmetric.
4. Enter the role label or labels.
5. Select Create.

Use a symmetric relationship when both contacts share the same role, such as Spouse or Business Partner. Use a directional relationship when each side has a different role, such as Parent / Child. Choose the symmetry carefully: it stays fixed after creation.

For a directional relationship, the From role describes the contact where staff create the relationship and the To role describes the related contact.

Maintain types

Select a type row to edit it. Standard relationship types keep their system-defined name, labels, and symmetry; your organization can control whether they are active. Custom types can be renamed and archived.

An archived type remains visible on existing relationships but is unavailable when staff create a new relationship.

Related

• Relationships
• Contact Types