The Related Contacts section on the Summary tab of a contact record shows everyone linked to the current contact, with their role and relationship. Use it to jump between linked records, edit relationships, or add and remove related contacts.
💡Quick Answers
- Where is the Related Contacts section? On the Summary tab of the contact record, in the bottom left under the checklist (for student records).
- What do the orange icons mean? An orange (P) marks the primary parent, and an orange ($) marks each financially responsible parent.
- How do I add a related contact? Click the green plus next to the Related Contacts header, type the contact's first and last name, then select the relationship and household.
- What happens if the contact already exists? The system suggests matching records, and you can pick an existing contact or create a new one using the radio buttons.
- How do I edit a contact's phone or email from here? Hover over the contact, click View Details, then click the field you want to update and confirm with the blue checkmark.
- How do I remove a relationship? Hover over the contact, click View Details, then click Remove Relationship. To also remove them from a household, go to the Households Tab.
How-To: Use the Related Contacts Section
Within the Related Contacts section of the contact record, you can view the names of all of the contacts linked to the contact you are currently viewing, along with their role (e.g. parent, inquiry, enrollment, etc.) and relationship. The primary parent will be noted with an orange (P) icon and the financially responsible parent(s) will be noted with an orange ($) icon.
Click any of the names to quickly jump to that contact's record in the system. You can also click the relationship listed in parentheses to change it if needed.
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Edit Contact Details
If you hover over a contact, you can click on View Details to view their contact information (any applicable phone numbers and email address):
This will expand the contact information section:
You can add or update a phone number or email address by clicking on it. A box will appear for you to type in the changes, then click the blue checkmark button to confirm. You can also remove a relationship from this section - see below for more details.
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Add a Related Contact
To add a related contact for the contact you are currently viewing, take the following steps:
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1. Click the green plus (+) button next to the 'Related Contacts' header.
2. Type the contact's first and last name in the boxes provided, then hit enter on your keyboard.
3. The system will check if the contact already exists in the system. If matching records are found, you can choose to use one of them or choose to create a new contact using the radio buttons next to each option.
4. Select the relationship and household (if applicable) for the new contact from the drop-down menus provided.
5. Click the blue checkmark button to save your changes.
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Remove a Related Contact
To remove a contact (e.g. in the case they are incorrectly linked), hover over them in the related contact list and click on the View Details button that appears to the right (as shown above in the 'Edit Contact Details' section).
In the expanded details view, you can click the 'Remove Relationship' button at the bottom. You will be asked to confirm that you want to remove the relationship. Please note: This will not remove the contact from any households - you must do this from the Households Tab.
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