new

Contact-to-Contact Association

This release introduces the ability to associate multiple contacts with one another using custom labels, allowing users to define and manage relationships between contacts (e.g., Parent-Child, Spouse, Business Partner).

What's New?

Custom Contact Associations:
Users can now associate two or more contacts using custom labels such as "Parent," "Spouse," or "Business Partner" and also pair of labels like "Husband-Wife", "Manager-Employee"
Multiple Associations:
Contacts can have multiple associations, allowing for up to 10 custom labels per contact relationship.
View Linked Contacts:
A new section in the contact details view displays all linked contacts, grouped by association labels. This provides a clear overview of all related contacts.
Manage Association Labels:
Users can manage labels, create new associations, and remove or edit existing labels for complete control over contact relationships.

How to Use:

1. Creating Associations:

Admins can create custom labels by navigating to Settings > Objects > Contacts and clicking on "+ Create Association."

Choose between a single label or pair of labels (e.g., Manager-Employee) and click Save.

The newly created association labels can be edited or deleted by using the kebab menu (three dots).

2. Linking and Viewing Linked Contacts:

Open a contact's detail page and go to the "Associations" section on the right panel.

Click "Add" next to Contacts to start linking another contact.

Select the contact to associate and choose the relevant labels for the relationship.

The associated contact will now be visible in the contact’s details, and the linked contact will reflect the pairing at the other end.

What's Next?:

Enhanced Workflow Actions for Associated Contacts: Future updates will expand workflows to include more actions for associated contacts, such as automated contact creation and updates.
Conversations with Linked Contacts: Easily manage conversations with associated contacts by CCing multiple linked contacts in emails or SMS and referencing custom fields in messages