You can link most Insightly records together and manually enter a description of the connection in the Role field.
But when you're creating links between contacts or between organizations, you'll choose from a Relationship field dropdown list. We provide some default selections, but you can add your own custom relationships to that list.
A relationship describes a link between two records. Because it's not a field within a record itself, it isn't included in exports or reports.
Creating a new custom relationship
In this example, we'll create a teacher/student relationship.
To set up new custom relationship:
- Go to System Settings > Relationships.
- Click Add New Relationship.
- Enter the relationship information in the text boxes. For our teacher/student example, the teacher will be the first entry and the student the second. Their order doesn't matter, since users can switch the direction.
- Tick one or more check boxes to designate whether this applies to contacts or organizations. In this case, we'll only select the contacts.
- Click Save Relationship.
The new relationship will appear on your System Settings > Relationships page and will now appear as an option when linking two contacts.