For background on how the link model works, see The Relationships data model.
Link a contact to an organisation
- Open the contact’s profile.
- In the Connections section, search for and select the organisation.
- Save.
Link two contacts
Contacts can be linked with a typed relationship — for example Colleague of, Manages, Trustee of, Family of.
- Open one contact’s profile.
- In the Connections section, add a contact link, search for the second contact, and pick the relationship type.
- Save.