How to create Parent-Child Relationships?

In SpinOffice, you can link contacts as employees to a company card. This functionality provides several advantages:

• Improved visibility of companies and their associated employees in your database.

• Centralized communication history between all employees of a company and your internal SpinOffice users.

By establishing these employee/employer links, you create a “parent-child” relationship. This can be done for both existing and new contacts. Below, we outline all the possible scenarios.

Add a New Contact as an Employee of an Existing Company

You can directly add a new contact and associate them as an employee of an existing company. Follow these steps:

1. Navigate to the Contacts screen.

2. Search for the company card (main card) to which the new contact will be linked.

3. Click the hamburger menu (☰) at the top of the contact widget.
   
   
   

4. Select Add employee.

5. The "Add New Contact" screen will appear, with the company's address fields pre-filled.

6. Enter the contact details of the new employee and click Save.
   
   

Once saved:

• The employee will have their contact card.

• The company name will appear in blue on the employee's card, indicating it is clickable.

Click the company name to navigate to the company's main card, where all associated employees are listed at the bottom.

Link an Existing Contact to an Existing Company

To associate an existing contact with a company as an employee:

1. Go to the Contacts screen.

2. Search for the contact you want to link to a company.

3. Click the hamburger menu (☰) in the contact widget.
   
   
   
   

4. Select Link to employer.

5. A prompt will appear asking if the company’s address should be copied to the contact. Click Yes to proceed.
   
   
   

6. Search for and select the appropriate company card (main card).

7. Click Update to confirm the link.
   
   
   

The contact is now associated as an employee, with the company name shown in blue and clickable on their card.

Add an Unknown Contact from Your Inbox as an Employee

If you receive an email from an unknown contact (marked with a question mark in your Inbox), and you wish to add this person as an employee:

1. Add the contact to your database, entering the appropriate contact type and details.

2. Once saved, click the hamburger menu (☰) in the contact widget within your Inbox.
   
   

3. Select Link to employer.

4. Follow the same steps as described under "Link an Existing Contact to an Existing Company".

Additional Options

• You can also create mutual relationship links between contacts.

• Or, you may choose to add a standalone contact that does not require a card or archive.

Both options are available in the same menu (☰) used for the steps above.

Unlink an Employee from a Company

To remove an employee/company link:

1. Open the contact card of the person you want to unlink.

2. Click the hamburger menu (☰) in the contact widget.
   
   

3. Select Unlink contact.

The link will be removed immediately.

Need Help?

If you have any questions about linking or unlinking contacts, don’t hesitate to contact our support team.