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How to set a relationship between a Company and a Contact

Updated: 23 May 2022 11:31:54 OpenCRM::Contacts OpenCRM::Companies OpenCRM::Reports

Using the Contact -> Company relationship fields you can set a contacts relationship with a company

On a Company record select the Contacts subtab to list the Contacts linked to that Company

 Click the Edit Link next to the Contact record for which you want to change / set  the relationship. Use the Relationship pick-list to set the Contact <-> Company Relationship

Click Save to confirm the change.

An Administrator can add to the available values in the Relationship pick-list through Settings > Picklist Settings > Edit Relationship Picklist Values

You will see a list of the various Relationship types you can use within OpenCRM.

Click Edit next to "Company - Contact Relationship"

Add values to the list with one value on each line, Click Save to confirm your changes.

You may also be interested in using the Main Contact feature Click Here for information on this.

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