Relationship Tracking

Relationship tracking is a very useful way for you to see connections in your database. To add a Relationship to a Person's profile, follow the instructions below.

Click on People on the left-hand side menu. Scroll down and select the person you want to make Relationship Tracking changes with. Click on the Relationships tab on their profile, and find the text field where you can type in a person to add into their Relationship list. Make sure to hit the blue Add button to complete the process.


Relationships Tab Explained

Contact Grabber and Existing Information

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