Relationship Tracking

Relationship tracking is a very useful way for you to see connections in your database. This article will detail how to add a Relationship to a Person's profile.

Below are the instructions for "Adding" a relationship to a contact within your Clockwork database. Please know that when adding any type (partnered with, referred by, etc) the person you are adding MUST already be listed within your database (People section).

Once selected and you click "Save", the name will appear within the card. Remember you can always edit or delete any relationship if need be by clicking on the menu button at the end of the card.

Bulk Edit Relationships

Multiple Relationships can be managed at once with the bulk edit feature.


RELATED ARTICLES:

Relationships Tab Explained

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