Contact Relationships

Sometimes, you may want to associate one Client with another Contact or Client — for example, a married couple or a parent and child. Or you might want to link a Client with a Network Partner, such as a lawyer, inspector, or other professional.

Reach lets you create individual Clients while also associating them with multiple other Clients or Network Partners through Relationships, providing a clear picture of connections and helping you manage interactions more effectively.

The instructions below outline how to add a Relationship for a Client:

1. In the sidebar, click on Contacts

2. Select the Client you want to add a Relationship for.

3. Select the Edit button in the top right

4. Scroll to Add Relationship and click either:

   1. Add Client Relationship

   2. Add Network Partner Relationship;

      Select the Contact in the dialog that appears

      • If you do not have the Client already saved, you can create one from this dialog you can select New Client/New Network Partner

   

5. Specify the Label for this Client/Network (e.g. Spouse or Lawyer) Note: the label for the Network Partner may be automatically chosen, if your Network Partner has a pre-established label when creating that Contact.

6. Optionally specify a Reverse Label which describes the relationship in the other direction. For example the label of "Spouse" could apply for both Clients but the labels of "Husband" and "Wife" are direction-specific.

7. Click Save

8. Repeat for as many relationships you want to add for this Client.

Now whenever you see a Client's details, the related Client will appear as well.