Custom Labels for Enhanced Contact Relationship Management

This release introduces a new feature that enables users to link multiple contacts together using custom labels, offering users the opportunity to define and manage relationships between contacts (for example, Parent-Child, Spouse, Business Partner).

What’s New?

  • Custom Contact Associations: Users can now link two or more contacts using custom labels such as “Parent,” “Spouse,” or “Business Partner,” as well as pairs of labels like “Husband-Wife” and “Manager-Employee.”
  • Multiple Associations: Contacts can have numerous associations, allowing for up to 10 custom labels per contact relationship.
  • View Linked Contacts: A new section in the contact details view displays all linked contacts, grouped by association labels. This provides a comprehensive overview of all connected contacts.
  • Manage Association Labels: Users can manage labels, create new associations, and modify or delete existing labels for complete control over contact relationships.

How to Use:

1. Creating Associations:

  • Admins can create custom labels by navigating to Settings > Objects > Contacts and clicking on “+ Create Association.”
  • Choose between a single label or pair of labels (e.g., Manager-Employee) and click Save.
  • The newly created association labels can be edited or deleted by using the kebab menu (three dots).

2. Linking and Viewing Linked Contacts:

  • Open a contact’s detail page and go to the “Associations” section on the right panel.
  • Click “Add” next to Contacts to start linking another contact.
  • Select the contact to associate and choose the relevant labels for the relationship.
  • The associated contact will now be visible in the contacts’ details, and the linked contact will reflect the pairing at the other end.

What’s Next?

  • Enhanced Workflow Actions for Associated Contacts: Future updates will expand workflows to include more actions for connected contacts, such as automated contact creation and updates.
  • Conversations with Linked Contacts: Easily manage conversations with associated contacts by CCing multiple linked contacts in emails or SMS and referencing custom fields in messages

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