Linking Contacts

🔗 Linking Contacts in Acquaint

Contacts can be linked together to represent relationships—such as two individuals jointly purchasing a property. In a linked relationship:

• One Contact is designated as the Primary

• The others are referred to as Links

Linked Contacts are identified by the Linked To field on their record.

👥 Linking Existing Contacts

To link two existing Contact records:

1. Locate the Link Contact (the one to be linked to another)

2. Click Edit

3. Go to the Advanced tab on the ribbon menu

4. Click Link To / Unlink

5. In the Find Link to Contact screen, search for and select the Primary Contact

6. Click Select, then Save

➕ Linking When the Link Contact Doesn’t Exist

To create and link a new Contact:

1. Open the Primary Contact record

2. Under the Advanced tab, choose:

   • Create Link (Quick) for fast entry

   • Create Link (Advanced) for full Contact details

3. Complete the form and save

There is no limit to the number of Links that can be associated with a Primary Contact The Quick option includes a Save & New button for adding multiple Contacts efficiently

🧾 Viewing Linked Relationships

• On the Primary Contact record:

  • The Linked To field shows the number of linked Contacts

  • A dropdown list displays all linked records

• On a Link Contact record:

  • The Linked To field shows the Primary Contact they are associated with

✉️ Letters, Labels, and Statements

• When generating Letters or Address Labels for a Primary Contact:

  • Linked Contacts are automatically included in the Salutation and Addressee fields

  • Example: “Dear Mr Smith & Ms Jones”

• When producing Statements for a Landlord:

  • All Tenants (Primary and Linked) will be listed

🗑️ Deleting Linked Contacts

• If a Primary Contact is deleted, all associated Link Contacts will be automatically unlinked

• The Link records themselves are not deleted