Related Contacts
Currently, when creating an event with multiple attendees, users need to manually update related contacts afterwards. This is time-consuming and increases the risk of incomplete data.
To improve the workflow, the system should automatically (or at least semi-automatically) suggest updates to related contacts based on the participants of newly created events.
Acceptance Criteria:
When an event is created with multiple people, the system prompts the user with an option to add/update relationships between those participants.
Option to accept all suggested relations in bulk or select specific ones.
Semi-automated mode: user confirms suggestions.
Automated mode: relations are updated without further input.
System prevents duplicate relations being created.
Benefits:
Saves time for users managing many contacts.
Reduces manual steps and human error.
Keeps contact relationships up-to-date and more accurate.
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Comments7
Keith Plummer
Oct 13, 2021
Is it available in the mobile app as well? If it is I can't figure out how to do it.
Kevin Sun
Oct 13, 2021
Keith Plummer: Hi Keith! This is not yet available in the mobile app but will be shortly (within the next couple weeks!)
Keith Plummer
Oct 13, 2021
Kevin Sun: fantastic!! Thanks!!
Jul 29, 2021
This is now complete! You can add related contacts in Dex on a contact page or panel. Here's more information:
https://guide.getdex.com/features/related-contacts
Jul 12, 2021
We're starting to work on this now, and should have an update on what this looks this month.
Mikhail Klassen
Jun 23, 2021
I thought maybe this could be added as a custom field where the data type is another contact, but a generic "related contacts" field would be great.
Geert Pante
Jun 1, 2021
That's something that I'm missing in other contact apps as well. I sometimes have to search based on the address to remember who's married to whom. But that doesn't work for e.g. someone's mother-in-law etc.