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  • Using Contact Relationships with a Company Contact Record

Using Contact Relationships with a Company Contact Record

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Overview

In this article, we will discuss how to utilize the "Forward Relationships" option on a contact record that relates to a company contact record. For example, if you want to list employees on the company contact home page. 

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Getting Started - Contact and Company Record

First, you need to create the company record and the contact records that will be related to the company record. For information on how to create a contact record, please see our article on Creating a Contact Record

Navigate to the contact record (that you wish to relate to the company record) and select "Edit".

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Scroll down until you see the "Relationships" section. This section should be below your "Default Contact Types" section. Click on "Add Forward Relationship". 

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In the first drop-down menu, scroll until you see the "Individual to Company". Select an option that is relevant to the contact record. In the second drop-down menu, select the company contact record. Hit save. 

Now, navigate to the company contact record. On the homepage, you will now see the contact record listed as a "Related Contact". 

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Repeat this process if you need to list multiple contacts that are associated with the company contact record! 

Related Articles:

-Creating a Contact Record

-Contact Relationships

-Contact Custom List View or Contact Report

 

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