Add a Relationship to a Contact
- Matt Kepple
- Faustina Lawrence (Unlicensed)
You can create several relationships between a contact and another contact or between a contact and a user.
Your organisation needs to have at least one Relationship Category before you can add Relationships to a contact
Watch the walkthrough
https://www.loom.com/share/918d391e2238471f9da9da0ab1891737
Steps
Go to the Contact profile page of the contact you want to add a Relationship to
Scroll down to the Relationships box on the left panel of their Contact Profile
Select + Add a relationship button.
If this is your first time creating a Relationship Category then
The + Add a Relationship button will not be displayed.
The Create a Relationship Type text will be displayed which on clicking will redirect you to the Create a Relationship Type page.
The text “This prompt appears to you because you are an Organisation Admin” if you are the Admin.
You can get to know more about Relationships by clicking on the text What are Relationships?
Use the What type of relationship is this dropdown list to select the Relationship Category
The list expands to show the Relationship Categories within your organisation - in other words, the pairs of Relationship Titles, e.g. “Brother & Sister” is a relationship category because as a pair it contains the two titles in the relationship of (A) Brother and (B) Sister.
Select the Relationship Category you are interested in, e.g. Client & Assigned Therapist
Makerble then asks you Who is [Contact Name] in this relationship? Select the Title which applies to the person whose Contact Profile Page you are on
Makerble then prompts you to select the person who has the other title in that Relationship: select the dropdown list
A search bar appears that lets you search for the other Contact or User within the Relationship
Note:
if your organisation has Contact records and User records for the same people, they will appear twice in this list, in both the Contacts section and the Users section.
Therefore be mindful of which one you should connect to the Relationship.
Ask your Organisation Admin for guidance if you are unsure.
Optionally add a Start Date and/or End Date to the Relationship
Press Save
Considerations
When you create a Relationship between a Contact and a User, the user receives an email notifying them that they now have a relationship with that contact
Restrictions to be aware of:
When creating a Relationship between a Contact and a User, the User must be in the same project as the contact, or the user must be an Organisation Admin. (How to add a user to a project)
Related Articles
Create a Relationship Category
Enabling and disabling new Relationship email notifications