Connections link a contact to another contact, an organisation or a resource. They do not merge records.
Add a connection
- Open the contact profile and find Connections.
- Choose Add to open the connection search.
- Search for the existing contact, organisation or resource and select it.
- Choose an available relationship type, then add the connection. The Add button is disabled until a type is selected.
The profile saves the connection immediately; there is no separate profile-wide Save step. Connections added while creating or editing a contact are submitted with that form. Organisation profiles also provide a connected-contact control.
Remove a connection
Use the remove control beside the connection on the contact profile. This unlinks the records without deleting either record. The profile reports an error if the change cannot be saved.
Configure relationship types
Administrators maintain Relationships → Configuration → Connection types. Each type specifies its applicable pairings: contact/contact, contact/organisation or contact/resource. Archiving removes it from new selections while preserving existing connections. Renaming a type does not rewrite connections stored under its previous name.
Use the resource’s check-out/return controls for equipment movements; an ordinary connection alone is not a stock movement. See Manage resources.