Relations tab

The Relations section tab in SuperOffice CRM allows users to view and manage connections between companies and contacts, such as ownership, partnerships, or employment relationships. It provides an overview of these associations, helping you maintain accurate and accessible records of all important connections.

​

Availability of the Relations section tab

The Relations section tab is available for:

​

Relations tab columns overview

The Relations section tab contains the following columns, providing key information about each relationship:

​

View relationships

1. Go to the relevant screen, either Company or Contact.
2. Click the Relations tab to see all relationships linked to the entity.
3. Double-click a relationship row to open the Relation dialog and view detailed information.

​

Add or delete a relationship

For detailed steps on how to add or delete a relationship, see the relation guide.