Contact Relationships

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Contact relationships link two existing CRM records, such as family members, colleagues, a business and its owner, or a guardian and dependent. Relationship types are configured by your administrator.

Permission required

You need ZynoCRM access to view relationships and CRM edit access to add, edit, or delete them.

Add a relationship

1. Open the contact profile.
2. Open the Relationships tab, or select the Relationships card on the overview.
3. Select Add relationship.
4. Search for and select the related contact.
5. Select a relationship type.
6. For a directional type, select the role that applies to the contact you opened.
7. Select Create.

The relationship appears on both contact profiles. A symmetric type uses the same role for both contacts. A directional type displays the appropriate role on each profile.

Edit or delete a relationship

Open the relationship's action menu to edit its type or direction, or to delete it. Deleting a relationship only removes the link between the two contacts; it does not delete either contact.

ZynoSuite prevents a contact from being related to itself and prevents duplicate or conflicting relationships of the same type.

Related

• Relationship Types
• Profile Overview
• Merging Contacts