How to connect contacts, organisations, and other records to each other.
Records in ThirdSectorBee can be connected to each other. For example, a contact can be linked to an organisation they work for, or to another contact who is their colleague.
Contact → Organisation
Open a contact’s profile and use the Connections section to link them to an organisation.
Contact → Contact
Contacts can be linked to each other with a relationship type, such as:
- Colleague of
- Manages / Reports to
- Mentor of / Mentee of
- Trustee of
- Friend of
- Family of