Managing Relationships

With Manage Relationships, you have the ability to designate which of your contacts have relationships with elected officials outside, or in addition to, their constituency. A user with a personal relationship to a state or local official is able to email that official regardless of constituency. Users may enter their relationships themselves through the Relationships link, or you may add or edit relationship information through this tool.

Viewing Existing Relationships

To view current relationship information, simply go to People > Contacts, and then click the "Relationships" tab. You will see a list of all of the current relationships between legislators and your contacts. By default, this list will be organized by the contacts’ last names. You can click the tabs at the top-left to switch the organization of the list from contacts to officials or relationship types.

Adding New Relationships

To add a new relationship between a contact and an elected official, click the “new relationship” icon at the top-right corner of the Relationships page. You will see the same pop-up. Just enter the contact’s name, the official’s name, the type of relationship, and any necessary notes. Hit save when you are done.

Editing Relationships

Click the edit icon to the right of an established relationship in order to make any necessary changes. You will see a pop-up from which you can enter notes, change the type of relationship, or add a new type of relationship. Click in the “Enter the relationship type” box to see all of the existing options. You can either select one of the existing types, or enter a new value. Hit save when you are done.

Searching for Relationships

Click the search icon to the right of the Relationships heading to look for particular information. To search for relationships assigned to a certain contact or elected official, choose the corresponding option from the “Choose Type” dropdown menu and begin typing a name or email into the text area.

Downloading Relationships

Clicking “Advanced Search” below the "Choose type" dropdown will allow you to download a csv file of all of your relationship information.