Managing Relationships

Types of Contacts

Oncord has two types of contact records: Individual and Company.

To set the type of contact record, create or edit an existing contact and set the Contact Type to Individual or Company:

When viewed in a list, they are represented by the following icons:

Managing Relationship Types

Relationship Types help you define and categorize connections between contacts, whether they are individuals or companies. 

• Navigate to Dashboard > Contact.

• Click the three-dot menu at the top of the page.

• Select Relationship Types.

You'll see a list of default relationship types already created on the Relationship Types page.

Creating a New Relationship Type

• On the Relationship Types page, click "New".

• In the pop-up window, enter a Title for the new relationship type.

• Choose a Category from the following options:
  • Individual to Individual
  • Individual to Company
  • Company to Company

• If the relationship should be reciprocal, tick the corresponding checkbox.

• Click Save to apply the changes.

Creating Relationships

Contact records can be linked together by creating relationships.  To create a relationship between two contacts:

• Open one contact's profile and click "Edit Relationships".

• Click "New Relationship".

• A dialog box will appear where you can link the two contacts.

• You can select a relationship type from the drop-down menu or create a new one from there.

Removing Relationships

To remove the relationship between two contacts:

open one contact's profile and click "Edit Relationships".
Click the relationship between two contacts. In this case, click "is Director of". 
A confirmation box will appear so that you can confirm to delete the relationship.

Importing Records

You can use the Customers > Contacts > Import tool to import a spreadsheet of contacts.  

If you map a column to the "Company" field, any Individual contacts will be linked to create a new relationship of type "Employee" to the Company record specified in the spreadsheet.

Check out our help article Importing Contacts for more details.

Ultimately, this may result in more contact records being created than the number of rows in the spreadsheet. This is due to both individual records and company records being created. If an existing company record exists, it will be used.

Personalisation

When using the 'Company' personalisation tag (such as when running an email marketing campaign) and an Individual contact is used / sent to, the first linked company to that contact will be used.