Creating relationships between contacts and between organizations

When you link Insightly records, you can add details to the connection between them. If you're linking a contact to another contact or an organization to another organization, the link connection is selected from a list of relationships which is defined by your Insightly administrators. 

Insightly provides default relationships on the System Settings > Relationships page (customer/supplier, parent/child, parent company/subsidiary, etc.), but your Insightly admin can create custom relationships. In this example, we'll create a teacher/student relationship and apply it to a link between contacts.

Creating a new custom relationship

Your Insightly admin can set up new custom relationships by following these steps:

  1. Click Profile icon > System Settings > Relationships.

    System Settings to relationships

  2. Click the Add New Relationship button.

    Add new relationship button

  3. 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. It doesn't make any difference what order you set them up in. Use the check boxes at the bottom of the window to designate what type of records this relationship should apply to. In this case, we'll only select the contact records.

    Relationship entry

  4. Click the Save Relationship button.

The new relationship will appear in the list on your System Settings > Relationships page. It will also be listed as an option when linking two contacts.

Note: It's not possible to delete or edit the default relationships included with Insightly.

Applying a relationship label when linking

To add a relationship between two records, you can select a default relationship when the link is added or edited. In this example, we'll link two contacts. Al Gebra is the teacher of Smart Alec.

  1. Open the Al Gebra (teacher) contact and begin typing "Smart Alec" in the Add New Link search field.
  2. When the matching contact appears in the search results, click the name.

    Link to smart alec

  3. Click the appropriate relationship in the Relationship list.

    Select relationship

  4. If the roles are reversed, click the Swap link that appears next to the relationship, and the roles will reverse.
  5. Once you have set up the relationship, click the Save button.
  6. If you need to edit the relationship, click the edit icon.

    Edit link

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