Contact detail page and relationships

See all information about a contact, link related contacts, and check events, communication, documents and history.

BV
Björn von Känel
Written By Björn von KänelLast updated 14 days ago

The detail page shows everything about one contact and how it is connected to other contacts.

Who can do this: everyone with permission to view contacts; adding relationships needs permission to edit contacts.

  1. In the contact list click ⋮ → View full details. The header shows type, e-mail, phone and last update; Overview shows contact information, Shift Planner Access and the link to an external user account. Contact overview
  2. Open Relationships to see linked contacts with company and relationship type. Relationships
  3. Click Add Relationship, type at least two letters to find the other contact, pick a Relationship type (for example Works with, Manages, Member of, Colleague) and click Add. Add relationship
  4. Events lists the events this contact is assigned to.
  5. Communication, Documents and History (under More tabs) are prepared but not available yet. Documents tab
  6. Click … (More actions) to Merge or Delete the contact. More actions

Good to know

  • Turn on Enable shift planner for this contact to assign the contact to shifts; link an external user so the person can see and apply for open shifts.
  • The Upload Document button on the Documents tab does not work yet.

Related articles Find contacts · Create, edit and delete a contact · Merge duplicate contacts

Applies to VenueMaster3000 v0.53.1 (as of 2026-10-27)

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