How do I link one contact to more than one company on Tekmatix?

• One contact record. You don't need a separate contact for each company. The same person links to all of them.
• Primary Company stays put. Extra company links sit alongside the Primary Company. They don't replace it.
• Each link has a meaning. The label tells your team what the relationship is, not just that one exists.

No more duplicate contacts. Creating "Sam at Company A" and "Sam at Company B" splits their history in two. One record keeps every email, note and conversation together.

You can see who connects your clients. Accountants, consultants and advisers often send you work from several businesses. Linking them to each one shows how much they really bring in.

Your team knows the relationship at a glance. A label like "Board member" or "Bookkeeper" tells whoever opens the record what this person does for each company.

Your merge fields stay reliable. Company merge fields keep using the Primary Company, so adding extra links won't change what your emails say.

• The Labs feature Association Labels and Multiple Companies for Contacts switched on.
• The companies already in your Tekmatix account. Search for existing contacts and companies before creating new ones, so you don't make duplicates.
• A clear idea of the relationship you're labelling. Paired labels work well, such as Employer and Employee.
• Your Primary Company links kept accurate, because merge fields and automations still use them.

1. Open company associationsGo to Settings, then Objects, then Companies, then Associations.
2. Create a new associationClick Create association and choose Contacts.
3. Name your labelsGive the association a clear name. A paired label works well, for example Employer on the company side and Employee on the contact side.
4. Allow many companiesUnder Configure relationship, set Contacts to Many Companies. Then save.

1. Open the contactFind Companies in the contact's associations.
2. Add a companyClick Add, search for the company, and choose Link existing Company.
3. Pick the labelSelect the company and choose the association label that describes the relationship.
4. SaveSave, and the contact now shows each company with its label. Repeat for any other companies, within the limits of your association.

1. Open the companyGo to the company's Associations.
2. Add the contactIn Contacts, click Add and search for the contact.
3. Choose the label and savePick your custom association label and save. A contact who already has a Primary Company can still be linked this way.

• Primary Company can't be edited. It's a system label. For any extra relationship, use a custom label.
• Automations still use Primary Company. Domain name and business name company automations link contacts under Primary Company by default. Your custom links sit alongside it.
• Merge fields use Primary Company. Linking extra companies doesn't change company merge field values.
• Check your limits. The association you choose must allow the number of company links you need. If you hit a limit, check the relationship settings.
• "Add to primary company" is different. That bulk action sets the Primary Company. It doesn't add an extra link. Use the association controls on the record for that.

1. Map your referral partners. Link the accountant, bookkeeper or adviser who sends you work to every client business they look after. You'll see at a glance who your best referrers are.
2. Track consultants and contractors. If you sell to agencies or consultancies, link each consultant to every client company they manage, so you know who to talk to about which account.
3. Handle business owners with several businesses. One owner, three companies, one contact record. Every conversation stays in one place.
4. Use meaningful label names. "Decision maker", "Billing contact" or "Board member" tell your team far more than a plain link. Agree on a short list of labels and stick to it.
5. Keep Primary Company for the main relationship. Set Primary Company to the business you mostly deal with this person through, because that's what your email merge fields will use.