Overview
The Associations block gathers everything connected to the open record into one tabbed panel: its conversations plus every related-object relation (Contacts on a Company, Deals on a Contact, and so on). Each relation and the conversations get their own tab, so the record’s whole neighborhood is reachable without leaving the page.Use cases
- A Company record: tabs for its Contacts, Deals, and Conversations in one place.
- A Contact record: jump between related Deals, Tickets, and the message history.
- Any record with several relations you’d otherwise scroll past separately.
Configuration parameters
The tabs are derived from the object’s relation properties and its conversations. There’s nothing else to configure.