How to add/edit relationships

Define, set, and display relationships between CRM contacts (be it a spouse, a business partner, a co-signer, an influencer, or anyone else connected to the sale) to always have the full picture right there in front of you.

Add relationship

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Open the contact → click on the 3-dots menu → select Add relationship.

OnePageCRM | Contact profile | 3-dots menu extended | Add relationship highlighted

Search and select the contact you wish to link → click on Please select... dropdown → choose a relationship option → Click Save.

Add relatioship

Edit relationship

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In the Contact View, select the 3-dots menu beside the related contact → Edit Relationship.

Edit relationship

Choose from the dropdown options for a new relationship → Click Save.

Edit relationship pop-up

You can remove an existing relationship by selecting Delete relationship.

Delete relationship

Configure relationship options

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Open any contact in the CRM → click on the 3-dots menu → select Add relationship.

OnePageCRM | Contact profile | 3-dots menu extended | Add relationship highlighted

Select Configure Relationships.

Add relationship pop-up

Here you can configure the relationship and hit Save.

To add a relationship → click on the plus (+) icon.

Configure relationship pop-up

To edit any existing relationships → click on the field you wish to change.

Configure relationship - edit

To delete a relationship → select the minus (-) icon.

Configure relationship - delete

Notes:

You can connect up to 30 relationships to the same contact.
You can add up to 30 relationship options.
You cannot add relationships to private contacts.
Editing relationships will update the name of the option in the existing contacts.

How to add/edit relationships

In this article:

Add relationship

Edit relationship

Configure relationship options

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