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What are bi-directional contact relationships?
What are bi-directional contact relationships?

Linking contacts to others that are not members of their household

Wealthbox Team avatar
Written by Wealthbox Team
Updated over a week ago

In Wealthbox, contacts that are not part of a contact's household, but are still related to them in some way, can be linked together using "Related Contacts" and bi-directional contact relationships.

When linking a contact, you have the option to specify the relationship from both directions, or just from one:

For example, if you’re adding Delilah Jones’s brother-in-law, you might want to be able to specify that she’s his sister-in-law as well. That way, when you’re on Kevin’s contact record page (her brother-in-law), you can see that Delilah is his sister-in-law.

You can also add corresponding relationships to currently-linked contacts as well. Simply click the link to “Add relationship” for the desired contact in the Related Contacts widget.

But sometimes relationships change. You can update those in Wealthbox by using the actions menu and selecting “Edit” or “Unlink” to remove the relationship completely.

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