Quick Answer
How do contact-to-contact associations work in BizStackPro?
Create association labels under Settings → Objects → Contacts, then open a contact record and use the Associations section to link that contact to another person. Labels can be single or paired, and each contact can have up to 10 associations.
What Contact-to-Contact Associations Do
You may have contacts that are connected, such as family members, partners, employees, managers, or other related people, but those relationships are not always obvious when viewing separate contact records.
Contact-to-contact associations let you connect one contact record to another using a label that describes the relationship.
This can be useful when multiple contacts belong to the same household, account, team, or organization.
Associations are displayed inside the contact record so you can understand how related people are connected without relying on notes or memory.
Associations add context to contact records
Custom labels help explain the relationship between contacts, making your CRM easier to understand when several people are connected.
Contact Associations at a Glance
Before You Begin
Decide how you want relationships to be labeled before creating associations.
- Sign in to your BizStackPro account.
- Identify the contact relationships you need to track.
- Decide whether each relationship needs a single label or paired labels.
- Use clear labels such as Parent / Child, Manager / Employee, Spouse, or Business Partner.
- Confirm both contacts already exist before linking them.
- Consider using a small standardized set of labels if multiple team members manage contacts.
Step 1: Create Association Labels
Association labels define how one contact is related to another.
Open Settings
From your BizStackPro account, open Settings.
Open Objects
Select Objects, then choose Contacts.
Create an Association
Click + Create Association.
Choose the Label Type
Choose either a single label or paired labels.
A single label could be something like Parent, while paired labels could represent both sides of a relationship, such as Husband and Wife.
Save the Label
Save the association label or label pair once the relationship has been defined.
Edit or Delete a Label
To make changes later, use the three-dot (⋮) menu next to the association label.
From there, you can edit or delete the label.
Standardize labels when possible
If several people manage contacts, using a small set of consistent labels can make relationship data easier to understand and maintain.
Step 2: Link Two Contacts
After association labels are available, connect the related contact records.
Open the First Contact
Open the contact record you want to start from.
Find the Associations Section
Locate the Associations section inside the contact record.
Add an Association
Click Add or the available add-association option.
Select the Related Contact
Search for and select the other contact you want to link.
Choose the Relationship Label
Select the appropriate association label and save the relationship.
Review the Association
Once saved, the relationship appears in the Associations section.
If you used paired labels, each contact will display the appropriate side of the relationship.
What Happens If a Linked Contact Is Deleted?
If one of the linked contact records is deleted, the association will no longer display on the remaining contact because the linked record no longer exists.
Association Best Practices
Frequently Asked Questions
How do I create a custom label for contact associations?
Can I edit or remove an association label after it has been created?
How many associations can I create per contact?
What happens if I delete a linked contact?
How can I view all associations for a particular contact?
Continue Learning
Continue learning how to manage contact records and related information with these verified Help Center guides.
