Contacts and organizations¶

A Contact is a person. An Organization is a business or other entity. Linking the two gives your team both an individual relationship history and an account-level view.

Find and create records¶

Open Contacts or Organizations from the Records section. Search and filter on the server, then choose a row to open its workspace. Use the create action when no suitable record exists.

Before creating a contact, search by name, email, phone, or organization. Before creating an organization, search its name and review likely matches. This reduces duplicate timelines and reporting.

Understand a record workspace¶

The tabs available to you depend on the record and your workspace. Common tabs include:

• Overview for primary details;
• Activities for open work;
• History for completed activity and the wider relationship timeline;
• Opportunities for associated sales work;
• Relationships or people for linked records;
• Documents for files available to your account.

Organizations can also show parent and child relationships. Optional modules may add their own tabs.

Connect people and account structure¶

On an organization's People tab, choose Add contact to create a person already connected to that account. Manage contacts opens the full Contacts list for broader changes.

The Relationships tab labels the account's Parent account and Subsidiary connections. Choose Edit hierarchy to change the structure; edit a child organization when assigning its parent.

On a contact's Relationships tab, use Add relationship for typed person-to-person context such as a colleague or referrer. This is separate from the organization a person works for.

Keep the history trustworthy¶

• Edit the existing record when details change.
• Mark a contact inactive when the history must remain but the person should no longer appear in active work.
• Use merge only after comparing both records and deciding which values and relationships should survive.
• Treat permanent deletion as exceptional; it can remove context other users rely on.

Retire or consolidate a record¶

For a contact, open More contact actions:

• Mark inactive hides the contact from default contact lists and global search while retaining its history. An inactive contact can later be reactivated.
• Merge contact keeps the target contact, removes the source, moves its relationship history, and asks you to resolve conflicting values.
• Delete permanently is irreversible, requires confirmation, and can be blocked when protected records depend on the contact.

These actions are permission-checked. Marking a contact inactive requires permission to edit it. Merging requires permission to change the target and to change and remove the source; permanent deletion requires delete permission. Ask a manager or administrator if the action is refused.

For an organization, Delete account can offer Merge into another account, Move the contacts, then delete, Mark inactive, or Delete permanently. The choices and action itself depend on your permissions. Yukon does not currently offer a matching organization reactivation action in the workspace, so confirm the retirement plan before marking an organization inactive.

Bulk actions on supported lists can update fields, assign groups or tags, and remove records. Review the selection count before confirming.

Learn more about lists and bulk actions, or see how to manage history, files, and tags inside a record.