Linking Profiles as Relationships

Profile links or relationships are used to establish a relationship between two or more profiles. For example, you might link a guest profile to a travel agent profile or a company profile to several employees. To link profiles:

  1. Locate and open a profile.
  2. In the Profile Overview panel, under the Profile column, click Relationships. You might need to select Show All to expand all options.
  3. Click New.
  4. Select the Profile Type, Type of Relationship, Related Profile, and if applicable, select the check box for Primary Relationship. Setting a profile relationship as primary can be useful when linking profiles that are members of the same family.
  5. Click Save.