How do I associate Relationships with Contacts?

  2. Contacts
  3. How do I associate Relationships with Contacts?

Contacts are used to connect to entities and relationships and represent various individuals or institutions.  Contacts can be an attorney, internal or external director or a company with any types

Method 1: Relationship to Contact
  1. Click the Contact menu option on the left. 
  2. Click the Relationships tab on the top right navigation tab .
  3. Click to connect an existing Relationship to the Contact.
Method 2: Contact to Relationship
  1. Click the Relationship menu option on the left. 
  2. Click the Contacts tab on the top right navigation tab .
  3. Click  to connect an existing Contact to the Relationship.
Contacts Relationships
February 5, 2021