The ‘Related Contacts’ link on a Contact Record displays all other contacts in your system who share their ‘Organization Name’ field.
In other words, it is a fast way to view a list of someone’s coworkers.
The ‘Related Contacts’ link on a Contact Record is not the same as the ‘Related Contacts’ link on an Organization Record.
The ‘Related Contacts’ link for an Organization Record will show any Group Memberships associated to that Organization.
The ‘Related Contacts’ link on a Contact Record, however, will simply list the names of contacts who share the Organization.
Continue reading here and here for more clarity on the ‘Related Contacts’ link for an Organization Record and how it differs from the link discussed in this article.
How to View Related Contacts
1. From the Member365 Administrator Dashboard, type the name or email address of the contact whose record you wish to access into the search bar at the top of the screen. Click their name from the search results.
2. Click the ‘Related Contacts’ link on the left-hand side of the Contact Record.
If there is no ‘Related Contacts’ link, the contact in question either does not have an ‘Organization Name’ field at all, or they are the only employee from their company in the system.
3. The resulting page will display a list of all contacts in your system who share an Organization with the contact in question. You can click any name in the ‘Name’ column to view the Contact Record of that individual.
Congratulations, you now know the purpose of the ‘Related Contacts’ link on a Contact Record!
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