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Contact Links

How Contact Links work in TidyHQ — Family, Associated, Personnel, and Personnel of link types, and how to create and manage them.

Contact Links connect two contacts and represent the relationship between them. TidyHQ supports four link types: Family, Associated, Personnel, and Personnel of.

The Contact Links panel showing link type options: Family, Associated, Personnel, and Personnel of

You can also add a Title to any link to capture more specific detail — for example, a Family link titled "Father", or a Personnel link titled "President".

Family Links

Family Links connect parents, children, and siblings. There are three subtypes: Parent, Child, and Adult. Parent-to-Child is used for families with children; Adult-to-Adult for couples or groups of adults.

When a Parent profile is linked to a Child profile, the parent gains the ability to view and edit the child's contact profile via their own member portal.

How Family Links are created

Family Links are created automatically when a family membership is registered — links are set up between the adults and children included in the membership.

When registering a membership for someone else, the person registering selects the relationship between themselves and the member as part of the process.

Membership registration screen showing family link relationship selector

Once the registration is complete, the link appears on each contact's profile.

The linked parent can then view and edit the child's contact profile from their member portal.

Member portal showing a linked child profile available to edit

Note: Any edits a parent makes to a child's contact profile update immediately in TidyHQ, just as edits to their own profile would.

Manually adding Family Links

Admins can also create Family Links manually from a contact's profile — useful for contacts who share an email address, such as a child using a parent's email.

  1. Open the contact's profile and go to the Related Contacts section, then click Add (or press Shift-C).

  2. Search for the contact to link and select the relationship: Parent, Child, or Adult.

  3. (Optional) Give the relationship a title.

Warning: Creating a Parent-to-Child link gives the parent the ability to view and edit the child's contact profile. Take care when creating Contact Links manually.

Note: For a spouse or partner relationship, select Adult.

Associated

Connects two organisations together — for example, a subsidiary, affiliate, or partner relationship between two organisations in your contacts database.

Personnel

Connects a person to an organisation they manage or belong to.

Personnel of

The inverse of Personnel — connects an organisation to the people who manage or belong to it.

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