With Thread, you can link contacts based on their relationship to each other, for example, family members, colleagues, or referrals. To add relationships to contacts, the relationships must first be created in Settings. Make sure to create relationship types, and then relationships within each type if needed, for example under Employment you can add Manager, Employee or HR.
1. Click Settings in the left bottom pane.
2. Click the General tab.
4. In the top pane, click + Contact Relationship to add a new contact relationship type.
8. Click Save.
You can rename relationships once they have been created.
1. Click Settings in the left bottom pane.
2. Click the General tab.
3. Click Relationships on the left side menu.
4. Select the relationship you want to rename and click Edit in the top pane.
5. In the pop-up window that appears, enter the new relationship name in the Relationship Name field.
6. Click Save.
If you no longer want a contact relationship to appear on Thread, you can delete it at any time.
1. Click Settings in the left bottom pane.
2. Click the General tab.
3. Click Relationships on the left side menu.
4. Select the relationship you want to delete and click Delete in the top pane.
5. A confirmation window will appear. Click OK.