This article explains how to create and manage relations in Tribe CRM. Relations help you keep accurate records of organisations and people so you can track contact moments and opportunities. You may want to use this guide when adding new customers, suppliers, or contacts to your system. By following this guide, you will learn how to create organisations, contacts, and persons, link relations, and manage relation types.
Table Of Contents
What Does This Feature Do?
Background Or Context
Step-By-Step Instructions
Additional Features Or Related Actions
Tips Or Best Practices
What Does This Feature Do?
Creating relations in Tribe CRM lets you store and manage information about organisations and people. This helps you keep a complete overview of contact details, activities, and tasks linked to each relation. It also allows you to structure data using relation types, so the correct fields are shown for each situation.
Background Or Context
Relations in Tribe CRM are divided into Persons and Organisations. Each relation can have one or more Relation Types that determine which detail fields are shown.
Organisations store company details such as name, Chamber of Commerce number, website, and general email address.
Persons store private details such as name, personal contact details, date of birth, and gender.
Contacts are Persons linked to an Organisation with the contact type. Contact-specific fields store business details such as job function, department, and business email address.
Did you know?
We allow relationship types and their fields to be customised by your Tribe administrator. This helps match Tribe to your organisation’s way of working.
Step-By-Step Instructions
Create An Organisation
Click the + Add button in the top bar.
Select an Organisation Type.
Review the duplication check results to avoid creating a duplicate.
Click + Organisation: Name after entering the organisation name.
Enter the basic details and update the relation manager if needed.
Click Save and Open to open the relation card, or Save to continue later.
Complete the organisation details in the relation card.
Did you know?
We provide a Chamber of Commerce link and a postcode link to help fill organisation data quickly and accurately.
Create A Contact
Open the organisation where you want to add a contact.
Click + Contact in the organisation card.
Enter the contact name and complete the duplication check.
Click + Person: Name.
Enter the basic contact details.
Click Save and Open to complete the contact’s relation card.
Click the Organisation Name in the contact card to return to the organisation.
Link A Contact To Multiple Organisations
Open the organisation where you want to add an existing contact.
Click + Contact.
Search for the existing contact name.
Select the existing relation from the list.
Click Save and Open to complete the new relation card.
Create An Individual (Person)
Click the + button in the top bar.
Select a Person Type.
Review the duplication check results.
Click + Person: Name.
Enter the basic details and update the relation manager if required.
Click Save and Open to complete the person’s relation card.
Additional Features Or Related Actions
Manage Relations With Multiple Types
A relation can have more than one type, for example, being both a customer and a supplier.
Click the + button in the top bar.
Select the additional organisation type.
Enter the name of the existing organisation.
Select the existing organisation.
Click Save and Open.
Switch between types by clicking the type labels in the relation card.
You can see with this example below of the organisation Perfectview which is both a Customer and a Supplier:
Did you know?
Deleting a relation is possible but restricted by user rights. Contact your Tribe administrator if a relation was created incorrectly.
Deactivate A Relation
Open the relation you want to deactivate.
Enable the Former option.
Note: Deactivated relations are removed from active lists but remain searchable using the blue search bar.
View The Audit Trail
Open the relation card.
Click the Three Dots in the top right corner.
Click Audit Trail.
View the Audit Trail tab in the Activities block if required.
Tips Or Best Practices
Always check duplication results before creating a new relation.
Keep organisation and person details complete to maintain accurate records.
Use multiple relation types when a relation has more than one role.
Deactivate relations instead of deleting them to preserve history.
Quick Summary
You can create and manage relations by adding organisations, contacts, and persons in Tribe CRM. You can link contacts to multiple organisations and assign multiple relation types to a single relation. This allows you to keep complete, structured records while preserving a clear history of all actions.