Links in TidyHQ Contacts

Links in the Contacts of TidyHQ allow you to connect two contacts together, and to represent the relationship that exists between them. Until now, Tidy has only allowed family links - parents, children and siblings - to help better represent relationships for family memberships, and manage shared access to accounts.

We've now introduced three new types of Contact links - to build on our previous work allowing you to better represent organisations in your contacts database. The three new types of Contact Links are:

1. Associated for an organisation to organisation relationships (e.g. for subsidiaries, and other relationships between two organisations).

2. Personnel for people who can manage an organisation / are part of an organisation.

3. Personnel of for the inverse of Personnel, i.e. for the organisations a given person can manage.

In addition, you can now specify a Title for the Contact link, to better customise the specific details. For instance, you could have a Parent relationship with the title "Father", or a Personnel relationship with the title "President" - and this will be reflected in your contacts database.

If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:

If you'd like to know more, chat with us in the Messenger! 😊