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Linking contacts to each other

Spouse, manager, colleague, household - track real-world connections.

2 min read · Updated Jul 4, 2026

Contact-to-contact relationships and Households are a Nonprofit-edition feature. The Nonprofit contact record lets you link any two contacts (Donors) with a relationship type, shown on both records and searchable. The B2B contact detail page has no relationships panel - B2B links people to accounts through the Company field instead.

Relationship types

Out of the box: Spouse, Partner, Parent, Child, Sibling, Friend, Colleague, Employer, Employee, Manager, Assistant, Referred By, Referrer, and Custom. Choosing Custom lets you type any label (e.g. "Godparent") for that specific link.

Adding a relationship

On the Nonprofit edition, open a contact and use the Household & Relationships panel on the right: click + Add, search for the other contact, choose the type, and save. "Also show on the other contact" (on by default) adds the reverse link automatically - linking Anna as Bob's spouse adds Bob as Anna's spouse. You can also manage every link in one place at Donors > Relationships.

Households (Nonprofit)

The Nonprofit edition includes Households. A household groups related contacts (typically a family) with a shared address and tracks combined giving. Manage them under Donors > Households; each member's contact page shows the household and its other members in the same panel.

Household membership is independent of the relationships above - you can have a "Spouse" relationship and a household, or either alone.

Why it matters

Relationship data unlocks real-world reasoning. Reports like "Major donors with siblings on our board" or "Customers who have spouses who are also customers" are one filter away once relationships exist.

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