How to Add Relationships to Client Profiles

Learn how to add and manage relationships in client profiles in ARTERNAL to better track connections between contacts.

Written by Yujia Zheng
December 2, 2025

Table of contents

• Step 1: Access the Contacts Tab
• Step 2: Select the Contact
• Step 3: Add a Relationship

Adding relationships in contact profiles allows you to manage connections between your clients. Follow these steps to add a relationship to a client profile:

Step 1: Access the Contacts Tab

• In the left menu bar, select Contacts.

Step 2: Select the Contact

• Choose the contact you want to add a relationship to, then click the Edit icon.

Step 3: Add a Relationship

• In the Edit Contacts page, scroll down to the Relationships section.
• Set the desired relationship, then select Done to save.

Frequently Asked Questions (FAQ):

Q: How do I add a relationship to a client profile in ARTERNAL?
A: Go to the Contacts tab, select the contact, click the Edit icon, scroll down to Relationships, set the relationship, and click Done.

Q: Can I add multiple relationships to a single contact?
A: Yes, you can manage multiple relationships in the Relationships section of the contact’s profile.