How do I view a contact's related accounts?

Contacts

If you're using master contacts in System Management, you can link a contact from the Community Development application to a master contact. The master contact will link together the accounts the contact may have in other Connect applications. That way you can look up the contact's related contacts to see the other accounts that belong to the contact. More

To view other accounts that belong to the contact, click the Related Contacts button in the main toolbar. The Related Contacts button will only be available if the contact is linked to a master contact record in System Management.

Modify Existing Contacts, Related Contacts button

Clicking the Related Contacts button will show the accounts that belong to the contact in other Connect applications. In this example, the contact has accounts in Accounts Receivable, Property Tax Collection, and Utility Management.

Related Contacts

The Related Contacts button is included in the 2023.02 release.

202302, 2023Jan26