3.17 Associating Contacts (Spouses, Partners - Advanced)

Purpose:

This advanced feature allows you to define and track structured relationships between different Contact records in your CRM. This goes beyond simply linking a contact to a Company; it defines person-to-person links. Common real estate use cases include linking:

  • Spouses or Partners who are buying/selling together.
  • Family members involved in a transaction (e.g., parent assisting child buyer).
  • Agent and their Assistant.
  • Referring Agent and the Referred Client.

Setup (Requires Admin Configuration):

  • This feature typically needs to be configured first by an administrator in Settings → Objects → Contacts. The admin defines the types of relationships that can be tracked (e.g., creates relationship labels like "Spouse," "Partner," "Family Member," "Referred By," "Assistant For").

Linking Contacts (Manual Process):

  1. Navigate to one of the Contact records you want to link (e.g., Husband's record).
  2. Look for an Associations or Related Objects section or tab on the contact profile page.
  3. Click + Add Association or a similar button.
  4. Search for and select the other Contact record you want to link (e.g., Wife's record).
  5. Choose the appropriate Relationship Label from the dropdown list (e.g., select "Spouse").
  6. Click Save.

The association will now appear on both contact records, providing a quick link between them. This can be helpful for understanding family units or professional connections within your database.