Relationships

The relationships described here describe the main and sub-contacts of individuals.

To display relationships and company structures more efficiently, use the new contact hierarchy and assign a contact category per contact to display companies, offices and individuals.

Here you have the possibility to link relationships to other contact records or to unlink them via the icon .
For example: Mr. Konrad Eifrig is a relative of Katharina Eigen.

If a relationship exists in an contact record, this is graphically indicated by a dark blue bar above the Relationships tab.

Recreate relationship

You can create a new relationship via the “New record” icon .

Link relationship

If the contact record to be linked already exists, you can assign it via .

The assignment is made optionally via the customer number, the name, etc. Contact persons can also be searched for via the different contact types.

Addresses