How do I Use the "Related To" Box on a Contact Record?

Relationships in Virtuous can be used to link two Contacts -- or two Contact Individuals -- to one another. Examples might include siblings, coworkers, employer/employee relationships, polite acquaintances -- any relationship, really. Related Contacts or Contact Individuals are displayed in the Related To box in a Contact Record. Clicking on any of the related Contacts will link directly to that Contact record.

 

To add a new relationship, click on the blue add button. Then select either the current Contact or one of the Contact Individuals for the current Contact, and search for the related Contact or Contact Individual. Specify the type of relationship and add any notes about the nature of the relationship, i.e., “Dave and Bob work together but they don’t get along,” and click SAVE.

 

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