Contact Examples - Employees Hub

You can associate contact records with employee records.

Example One

If you open the employee record for Evan Plumb and add Mary McCarthy to the Contacts grid on the Firms & Contacts tab of the Employees form:

• Mary McCarthy and related contact information displays in the Contacts grid on the Firms & Contacts tab of Evan Plumb's employee record.
• Evan Plumb and related employee information displays in the Our Team grid on the Our Team tab of Mary McCarthy's contact record.

If you open the employee record for Evan Plumb and remove Mary McCarthy from the Contacts grid:

• Mary McCarthy and related contact information no longer displays in the Contacts grid on the Firms & Contacts tab of Evan Plumb's employee record.
• Evan Plumb and related employee information no longer displays in the Our Team grid on the Our Team tab of Mary McCarthy's contact record.

Example Two

If you open the contact record for Mary McCarthy and add Evan Plumb to the Our Team grid of the Our Team tab of the Contacts hub:

• Evan Plumb and related employee information displays in the Our Team grid on the Our Team tab of Mary McCarthy's contact record.

• Mary McCarthy and related contact information displays in the Contacts grid on the Firms & Contacts tab of Evan Plumb's employee record.

If you open the contact record for Mary McCarthy and remove Evan Plumb from the Our Team grid:

• Evan Plumb and related employee information no longer displays in the Our Team grid on the Our Team tab of Mary McCarthy's contact record.
• Mary McCarthy and related contact information no longer displays in the Contacts grid on the Firms & Contacts tab of Evan Plumb's employee record.