Learn how to connect contacts and their partners or associates using MRI Vault’s relationships feature to better organise your data.
This article covers:
About relationships
MRI Vault lets you connect contacts and their partners on a single card, or link them separately through relationships. This is ideal for business partnerships or scenarios where personal details need to remain distinct. You can also view property-related relationships, such as landlord, tenant, or purchaser roles.
Add a relationship between contacts
To link two contacts:
- Go to: A contact profile
- Click the Other tab > Click Relationships
- Search and select the related contact
- Choose the appropriate relationship (e.g., partner, director)
- Click Save
The relationship will appear under Existing Relationships, where you can:
- View the contact card
- Access contact details
- Remove the relationship if needed
View all relationships
To view all linked relationships in two ways:
-
Contact snapshot - Displays all relationships for quick reference
-
Property Relationships - Shows all property-related connections, including roles such as landlord, owner, purchaser, or inspector
What's next?
Learn how to add, edit, and manage important dates for your contacts, including birthdays, pipeline dates, and custom date types.