Contact-to-Contact Association

Overview

The Contact-to-Contact Association feature in PXME allows you to link multiple contacts together with custom relationship labels. This makes it easy to represent personal and professional networks inside your database. From parent-child relationships to business partnerships, associations give you a clear picture of how contacts are connected and ensure your records stay organized.

Key Features and Benefits

• Custom Contact Associations – Create flexible labels such as Parent-Child, Husband-Wife, or Business Partner.

• Multiple Associations per Contact – Each contact can hold up to 10 unique relationships.

• Enhanced Contact View – The Associations section displays linked contacts in a grouped format for easy review.

• Full Control Over Labels – Admins can create, edit, or delete association labels at any time.

How to Use Contact-to-Contact Association

Step 1: Create Custom Association Labels

1. Navigate to Settings (bottom left corner) > Objects > Contacts.

2. Click + Create Association.

3. Choose between:

   • Single label (e.g., Parent)

   • Paired labels (e.g., Husband-Wife)

4. Save your labels.

5. Use the three-dot menu to edit or delete labels anytime.

Step 2: Link Contacts

1. Open a contact’s details page.

2. Locate the Associations section.

3. Click Add next to Contacts.

4. Select the contact to associate.

5. Apply the appropriate label.

The relationship will now appear under both contacts’ Associations tab for quick visibility.

Pro Tips

• Keep Labels Consistent – Use clear, simple naming for relationships across your account.

• Update Regularly – Review associations to make sure relationships remain accurate.

• Plan Ahead – Create labels that reflect both common family roles and professional connections.

FAQs

Q1: How do I create a custom label?
A: Go to Settings > Objects > Contacts > + Create Association, then select a single or paired label and save.

Q2: Can I edit or delete labels?
A: Yes, use the three-dot menu next to any label to make changes or remove it.

Q3: How many associations can one contact have?
A: Up to 10 associations per contact.

Q4: What happens if a linked contact is deleted?
A: The association is removed from the remaining contact since both sides of the relationship must exist.

Q5: Where do I view all associations for a contact?
A: Open the contact’s details page and check the Associations section.