A Relationship in Act! links two or more contacts from your database and describes their connection, while also allowing quick navigation between those contacts. It also helps us keep track of an employee that leaves a company, who we may want to stay in touch with, in case there’s a need for Act! at their new employer.

Relating contacts is easy, choose your contact to start with, then find the Relationships Tab in the middle of the Contact View, and click the “Relate Contact” button on the left side on the tab.

From here, you’ll see a pop-up giving you the ability to choose your relationship and define it. You can choose directly form the list of all contacts in your database, or search by companies, groups, or from your current lookup.

You can define the relationship between these two or more contacts using the drop-down menus. There are a wide range of preset relationships, and you can edit the list values yourself to add exactly the word you want.

By clicking “Show Details” you can describe the relationship with as much detail as you’d like, giving yourself notes or other info to remember, etc.

After you have your relationships made, you can customize the columns to show the exact info you want to see about your contacts.