Manage relationships

Video: Add, edit, delete relationship between contacts

Contacts - View, Add and Edit Contacts

Learn about relationships

You can specify the relationships between contacts (this is different than organizing them into contact groups).

Once you have set up the relationships between your contacts, you can see who is linked to who in the Contacts Relationships tab. You will also be able to access relevant parties without having to search for a related contact or memorize relationships. For example, if you have specified Brian Smith as an associate for Chastain Properties, you will be able to see this relationship in Brian Smith's profile and in Chastain Properties profile.

You can record the relationship in either direction.

The type of relationship you can record depends on the entity type of a business. The table outlines the types of relationships you can record for each entity type.

The list of potential contacts that are available for a relationship depends on the relationship type selected. For example, currently an "Individual" entity type can only be a "Business Owner of" a "Sole Proprietor" entity type.

Entity Type

Relationship Type

Related Entity Type
C-Corporation Associate
 		 C-Corp
Individual
Partnership
S-Corp
Trust
Associate of Individual
Partnership
Trust
Beneficiary of Trust
Director Individual
Partner of Partnership
Secretary Individual
Shareholder C-Corp
Estate
Individual
Non-Profit
Partnership
S-Corp
Trust
Shareholder of C-Corp
S-Corp
Subsidiary C-Corp
S-Corp
Subsidiary of C-Corp
S-Corp
Trustee of Trust
Estate Beneficiary of  Trust
Estate of  Individual
Partner of  Partnership
Shareholder of C-Corp
S-Corp
Individual Associate
 		 C-Corp
Individual
Partnership
S-Corp
Trust
Associate of Individual
Partnership
Trust
Beneficiary of  Trust
Business Owner of Sole Proprietor
Child
Dependent		 Individual
Director of C-Corp
S-Corp
Estate Estate
Guardian Individual
Parent Individual
Partner of Partnership
Secretary of  C-Corp
S-Corp
Settlor of Trust
Shareholder of C-Corp
S-Corp
Spouse or Partner Individual
Trustee of Trust
Non-Profit Beneficiary of Trust
Partner of Partnership
Shareholder of C-Corp
S-Corp
Partnership Associate
 		 C-Corp
Estate
Individual
Partnership
S-Corp
Trust
Associate of Individual
Partnership
Trust
Beneficiary of Trust
Partner C-Corp
Estate
Individual
Non-Profit
Partnership
S-Corp
Sole Proprietor
Trust
Partner of Partnership
Shareholder of C-Corp
S-Corp
S-Corporation Associate
 		 C-Corp
Individual
Partnership
S-Corp
Trust
Associate of Individual
Partnership
Trust
Beneficiary of Trust
Director Individual
Partner of Partnership
Secretary Individual
Shareholder C-Corp
Estate
Individual
​Non-Profit
Partnership
S-Corp
Trust
Shareholder of C-Corp
S-Corp
Subsidiary C-Corp
S-Corp
Subsidiary of C-Corp
S-Corp
Trustee of  Trust
Sole Proprietor Beneficiary of Trust
Business Owner Individual
Partner Partnership
Trust Associate
 		 C-Corp
Individual
Partnership
S-Corp
Trust
Associate of Individual
Partnership
Trust
Beneficiary C-Corp
Estate
Individual
Non-Profit
Partnership
S-Corp
Sole Proprietor
Trust
Beneficiary of Trust
Partner of Partnership
Settlor Individual
Shareholder of C-Corp
S-Corp
Trustee C-Corp
Individual
S-Corp
  1. Click Contacts > All Contacts.
  2. Open the contact you wish to add a relationship to.
  3. Click Add Relationship.
  4. Select the appropriate relationship type.
  5. Select the contact you wish to associate with the selected contact.
  6. Select the date when the relationship started.
  7. Select the date when the relationship ended, if applicable.
  8. Enter a percentage amount in the field provided, if applicable (this is useful for shareholders, partners and trust beneficiaries).
  9. Click Save.

You can change the dates associated with the relationship.

  1. Click Contacts > All Contacts.
  2. Open the contact whose relationship you want to edit.
  3. Click the Relationships tab.
  4. Click the row of the relationship you want to edit.
  5. Change the date when the relationship started or ended.
  6. Click Save.

  1. Click Contacts > All Contacts.
  2. Open the contact whose relationship you want to delete.
  3. Click the Relationships tab.
  4. Click the Delete button  on the row of the relationship you want to delete.
  5. Click Yes to confirm.

See Also:

Import client relationships