Linking Contacts

Contacts can be linked together to create a relationship, for example two Contacts may be purchasing a Property together. In a relationship of Contacts, one Contact is nominated as the Primary while the other(s) are described as Links.

Linked Contact records are denoted with a Contact record appearing in the Linked To field.

Linking existing Contacts

1. If the Contacts already exist find the Contact record (the Link) you wish to link to another Contact record (the Primary).

2. Click the Edit button.

3. Under the Advanced tab of the ribbon menu click the Link To/Unlink icon.

4. In the Find Link to Contact screen find the Contact that you wish to link to (the Primary).

5. Click Select.

6. Click Save.

Linking when the Link Contact record does not exist

1. Find the Primary Contact record i.e. the Contact you are linking to.

2. Under the Advanced tab of the ribbon menu select Create Link (Quick) or Create Link (Advanced). The Quick option provides a simple screen for quick entry of details whereas the Advanced option provides a full Contact record to be completed. There is no limit to the number of Links that can be entered.

Unlinking Contact records

To unlink a Contact record, find the Link Contact and under the Advanced tab → Link To /Unlink.

Switching a Link to a Primary

There may be a instance where you want to change the Link to be the Primary Contact.

Find the Link Contact.

1. Click Edit.

2. Click the Advanced tab.

3. Click Make Primary and the Link will be changed to the Primary record.

• The Contacts screen shows who a Contact is Linked to. On the Primary record the Linked to field will show a count of the links and the drop-down list on this field will show the linked records. On the Link record the Primary record they are linked to will be shown.

• When producing Letters and Address Labels for the Primary Contact, the names of the Linked Contacts will automatically be included in the Salutation and Addressee fields. Dear Mr & Mrs; would be generated as "Dear Mr Smith & Ms Jones"

• When producing Statements for a Landlord the names of all the Tenants will be displayed i.e. the Primary and Link records.

The Create Link (Quick) provides a  Save & New button which enables you to create another Contact.

Deleting linked Contact records

When you delete a Primary record it will un-link related records.