Related Profiles will allow you to view other profiles within the organization or group without having to search for the profiles one by one (E.g. if you want to relate an Employee to an Organization). NOTE that when you are entering a new organization to your database, you will be prompted to create a related employee and after the prompt, you can follow the instructions below from step 3.
To Relate a Profile:
1. Find and open the organization/company Profile you want to add the related profile to by using the Quick Search or Profile Selector.
7. Click Save.
NOTE: If the Duplicate Record Checker appears during this process, check carefully to make sure the individual you are adding is not already in the database. If they are, you should cancel, return to the company's Related Profile screen, and choose 'Relate Existing Profile' from the right-click menu instead.
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