relating contacts to each otherSOLVE
Feb 22, 2017 3:55 PM
Hi, am looking to document relationship between a loan borrower (Contact) and the referring person/real estate agent, etc (Ideally, a contact). I've seen the suggestion to use companies, or deals? Thanks for the insight. I want to have a hyperlink available to go to referring agents, etc. thanks.
Solved! Go to Solution.
Feb 23, 2017 3:47 PM
We do not have a feature that formally relates contacts to one another. However, you can create a custom contact property (of the single-line text field type) and use that to store a link from one contact to its related contact. This could be cumbersome because you would need to ensure that Contact A links to Contact B, and then Contact B links back to Contact A. If you use companies or deals to relate these contacts to one another then that would make things more simple.