connecting different contact to one contact

  • 8 July 2021
  • 1 reply

I want to have one contact that I can attach other contact to. Primary contact has an attorney a builder and a cpa. I want to look at the primary contact and see whoever else is part of his circle.

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1 reply

Userlevel 3
Badge +1

Hi @Abullgator. Connect fields would be the best way to set this up. See the below guide.