Skip to main content

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.

Troubleshooting

See also