Related Records

One of the ways that RealtimeCRM is so much better than a spreadsheet is the ability to account for and highlight relationships between records. A database should not simply be a store of data but provide context and therefore add value through how data is related.

Our Related Records feature links records to one another so you can keep track of even the most sprawling Projects or Opportunities ensuring timely completion and hopefully future work.

Let us for the sake of example imagine you are a construction company working on a large development. To complete the work by the set date you need to bring more workers onto the Project. You then subcontract workmen from other construction firms but as they are not part of your RealtimeCRM team, how then do you keep track of them?

This is where the Related Records feature demonstrates its unique utility. You can then go into that construction Project and assign the other Construction Companies to it via the Related Records functionality. You can then label these other firms who are helping you complete the Project as ‘Sub-Contractors’ for example.

So how do I create a relationship?

  • Find the record that you want to create the relationship from. This can be a Company, Contact, Project or Opportunity.
  • Once you are on that screen, scroll down until you see the Related Records section which will look something like this:
  • Click Add on the right of the Related Records heading.
  • You will then have the choice between adding a related Company, Contact, Opportunity or Project.
  • Once you’ve chosen, a window will open asking you to fill out the ‘label’ and the related record’s name from a drop-down list of all the records of that type.
  • Your linked record will appear, with the appropriate label, under the Relations from this record section.
  • To finish click Create and your Related Record will be added.
  • If you visit the record you just linked, you will see the linked record appear within that record under the Related to this record section.