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Adding a connection role
Adding a connection role
James Webster avatar
Written by James Webster
Updated over a week ago

Connections let you create links between records; these are usually between people, organisations and bookings but connections are also used to link documents that a person has liked.

For the regular connections between people and organisations you can define a set of common connection types. These are managed in settings: https://settings.sheepcrm.com/contacts/config/contact_settings

When adding a new connection the choices in the drop-down list will be based on your values in settings. You aren’t however limited to those, typing a new type of connection will allow you to use one-off conenction types.

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