Create a Relationship Category

Owned by Matt Kepple
Last updated: Nov 21, 2023 by Atiksha Birendra
1 min read

You can create as many Relationship Categories as you like.

Watch the walkthrough

https://www.loom.com/share/109268b80ca94e2489bb6af98ca7201e

Steps

  1. Go to My Apps in the top menu

  2. Select Contacts

  3. Select the More Options button

  4. Select Relationship Types in the dropdown list

  5. Select Create Relationship Type

  6. Add in the two titles for each side of the Relationship, e.g. Father & Son

  7. Press Save

  8. You return to the Manage Relationship Categories page.

 

Now that the Relationship Category is created, you can use that Relationship to link two contacts together or to link a contact and a user