Contacts

Relationships

View contacts by role — clients, vendors, professionals, and staff.

Flowchart

flowchart TD
  A[Open Relationships] --> B[Pick role view]
  B --> C[Clients / Vendors / Professionals / Staff]
  C --> D[Open a contact]
  D --> E[Update role or details]
  E --> F[Use in suite workflows]

Flowchart: Relationships workflow flowchart for Contacts. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Open Relationships and choose Clients, Vendors, Professionals, or Staff & team.
Browse the role-filtered list for the people you need.
Open a contact to review or update relationship details.
Keep roles accurate so product workflows pick the right counterparties.
Return to All contacts when you need cross-role search or bulk cleanup.