---
title: "Create a Relationship Between Customers"
slug: "create-a-relationship-between-customers"
description: "You can create a Relationship between Customers to indicate how they are related. This also makes it easier to pin interactions between related Customers."
updated: 2025-01-26T05:29:37Z
published: 2025-01-30T20:01:48Z
canonical: "help.gladly.com/create-a-relationship-between-customers"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gladly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Relationship Between Customers

Create a [Relationship](https://help.gladly.com/docs/create-a-relationship-between-customers) between Customers to indicate how they are related. This also makes it easier to [pin](https://help.gladly.com/docs/pin-interactions-between-customers) interactions between related Customers.

See [Switch Between Profiles of Related Customers](https://help.gladly.com/docs/switch-between-profiles-of-related-customers) to learn how to switch between Profiles with a Relationship.

## Create a Relationship between Customers

![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Add_Relationships.gif)

1. From a Customer's Profile, click ![](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/green-plus-icon(1).svg) in the **Relationships** Card.
2. Use the search field to look up the Profile you want to relate to using their contact information.
3. Select the Customer Profile from the list.
4. A confirmation modal will appear, asking you if it's the correct Customer Profile you want to relate to. If it is, from the **Relationship** field, select the [type of Relationship](https://help.gladly.com/docs/what-is-customer-relationships).
5. Click **Confirm** to continue. The Relationships Card will now reflect the Relationship in both Customer Profile.

> [!NOTE]
> ### Selecting a type of Relationship
> 
> It's not required to select the type of Relationship between two Customers, but we recommend that it's chosen to create better links between Customers.

## Edit and Remove Relationship

You can change the definition of a Relationship between Customers or completely remove it as needed.

From a Customer's Profile, click the name of the person you want to edit in the Relationships card.

![User preferences for shoes, accessories, and options to define relationships or remove entries.](https://cdn.us.document360.io/7047b671-c4f2-4df0-bb0a-b9b511fd2452/Images/Documentation/Relationships1.webp)

- **[A] –** Change the Relationship, select **Define Relationships**.
- **[B] –** Remove a Relationship between Customers, select **Remove**.

### **A – Define Relationships**

If the Relationship type is selected, use the Relationship field to change the type. Click **Confirm** when you're done.

### **B – Define Relationships**

Click **Remove** from the Relationship Card. The name of the related person will immediately disappear.