---
title: Relationships
description: Link the records of two objects, such as a company and its contacts, so each record shows the other and filters read through the link.
url: https://salexhub.com/docs/data/relationships
type: conceptual
area: data
section: Data
last_updated: 2026-11-14
prerequisites:
  - https://salexhub.com/docs/data/objects
related:
  - https://salexhub.com/docs/data/properties
  - https://salexhub.com/docs/data/formulas
  - https://salexhub.com/docs/data/views
  - https://salexhub.com/platform/data-model/relationships
tools:
  - association.define
  - association.archive
  - association.restore
  - association.delete
  - association.link
  - association.unlink
who: Owners and Admins, or a role with Organization settings, make and archive relationships.
---

# Relationships

Link the records of two objects, such as a company and its contacts, so each record shows the other and filters read through the link.

> **Who can do this**: Owners and Admins, or a role with Organization settings, make and archive relationships.

A relationship links the records of two objects, such as a company and its contacts. Each linked record shows on the other's page, and filters and rollups read through the link.

## Built-in relationships

| Relationship | How many |
| --- | --- |
| A company's contacts | Many to many: a contact belongs to up to five companies, one of them its **Primary company**. A company marks its **Primary** contact. |
| A company's deals | One to many: a deal has one company. |
| A deal's contacts | Many to many, each contact with a role such as **Primary** or **Champion**. |
| A company's subsidiaries | One to many, from a parent company. |
| A company's projects, a deal's projects | One to many. |

Built-in relationships cannot be archived or deleted.

## Link two objects

No settings page makes a relationship. Ask the Agent, naming the two objects and how they relate:

> Link each service visit to its customer, so a customer's page shows all its visits.

It proposes the relationship on a card to approve, unless your organization runs in Full autonomy. A relationship has:

- **one to many**, such as a customer and its visits, or **many to many**, such as projects and their suppliers;
- a label for each side, such as Visits on the company and Customer on the visit;
- roles, if a link needs to say what a record is to the other: up to 25 to a relationship, up to 5 on one link.

Developers make one with `association.define` through the [API](https://salexhub.com/docs/developers). A call from an API key also waits for a person to approve it.

## On a record

Every record shows its links under **Related**, one block per relationship, by its label. **Link a record** adds one, with suggestions such as records linked to a record this one is linked to, and **View all** opens the whole list. On a phone, **Related** is a tab of the record.

A **Record reference** property is the other way to point at a record: it holds one record of another object as a value, like any other property. See [Properties](https://salexhub.com/docs/data/properties).

## Filters and rollups

- In a list's filter, each relationship offers the linked records' properties, named as the relationship and the property, such as visits whose customer is in one city.
- A **Rollup** property counts or totals the records linked to this one, over one relationship: **Count**, **Sum**, **Minimum**, **Maximum** or **Average**. Money never totals across currencies. See [Formulas](https://salexhub.com/docs/data/formulas).

## Archive or delete a relationship

**Your relationships**, in **Settings > Data > Custom objects**, lists the ones your organization made. Archiving one takes it off every record of both objects, and is refused while it still links records: unlink them first. **Show archived relationships** lists the archive, where you **Restore** one unchanged or delete it for good. A delete is refused while a rollup, report, metric, list or sharing rule reads through it.

---

The same page for people: https://salexhub.com/docs/data/relationships. Index of this site for agents: https://salexhub.com/llms.txt