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MesyGuide

Link records to each other

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Link records to see who works where and which deals belong to whom. A record is one entry in Mesy, such as one contact, one company or one deal. A link field points from one record to another. For example, a contact’s Company field points to that company’s record.

Unless you’re an admin or manager, you can only change links on records you own or created.

Section titled “Link a contact to a company”

To link a contact to a company:

  1. Click the contact in your Contacts list (or whatever your business calls it). A panel opens beside the list on the Details tab. This is the record panel.
  2. Under Related, click Add company.
  3. In the “Search Company…” box, type part of the company’s name.
  4. Click the company in the list. It now shows under Company, and the contact shows in the company’s Contact group.

On a deal, the buttons read Add contact and Add company. The list shows up to 8 matches and leaves out records that are already linked. If you don’t see the one you want, type more of its name.

If your admin has set a field to hold several records, the box stays open so you can pick more.

Add a contact from the company

Section titled “Add a contact from the company”

To add a contact to a company from the company’s record:

  1. In the company’s Related section, click Add contact. If contacts are already listed, click the plus sign next to Contact.
  2. In the “Search Contact…” box, type part of the contact’s first name. A last name finds nothing.
  3. Click the contact. It now shows in the Contact group.

Mesy saves the link in the contact’s Company field. A contact has one company, so this moves them off their old company. This changes the contact, so you need to own or have created that contact, unless you’re an admin or a manager.

Section titled “Create a record and link it”

If the record doesn’t exist yet, create it from the search box:

  1. Click Add company (or the pencil next to Company) to open the search box.
  2. Type the new company’s name.
  3. Click Add at the end of the search box.
  4. In the New Company form, fill in the fields. The name you typed is already there.
  5. Click Create. Mesy creates the company and links it to the contact.

Add contact on a company works the same way. The New Contact form already has the company filled in. If you type “Wei Ming Tan”, Mesy puts “Tan” in Last Name and “Wei Ming” in First Name. If you type one word, it all goes in First Name. Check both names before you click Create.

Section titled “Change or remove a link”

Some link fields hold one record, like a contact’s Company. Others, set up by your admin, hold several.

To change the company on a contact:

  1. Click the pencil next to Company.
  2. In the “Change Company…” box, type the new company’s name.
  3. Click the company. It replaces the old one under Company.

To remove a link:

  1. Click the pencil next to the field’s name.
  2. Click the cross on the linked record. Mesy shows a message such as “Cleared Acme Pte Ltd”.

To undo, click that message.

You can’t remove a contact from the company’s record. Open the contact and remove its Company there.

Section titled “Find a record’s links”

Every record has a Related section. In the record panel, it’s on the Details tab. On a contact, Related shows its Company first. Below that is a Deal group with the deals linked to this contact. Other groups show here too if your workspace has them, such as Ticket.

A contact's Related section: its company, two linked deals, and an empty Ticket group (shown only if your workspace has Tickets).

Click a linked record to open its full page.

On the full record page, the same links sit in the right-hand column. On a phone, they sit below the record’s details. To open the full page, see Work a record.

Each linked record shows as a card with its filled-in fields. When a group has several records, click the names across its top to switch between them. Here, an empty Company field shows Link company, which works like Add company.

In a list, a link field can show as a column, such as Company on your Contacts list. Click the name in the cell to open that record in the record panel. Click anywhere else in the cell to open the same search box. A cell shows only the first linked record.

Link fields also show when you create a record. At the top of a record, the ⋯ menu (More actions) has Edit all fields, where you can change links too.

If something doesn’t work

Section titled “If something doesn’t work”
  • You remove a company and see “Company is required”: your admin has made that field required, so the link stays. Ignore the “Cleared” message, because nothing was removed. To change the company, pick a different one.
  • If Mesy can’t save a link, it shows the reason and puts the old link back.
  • If you add a contact from a company and nothing is added, Mesy couldn’t save the link and shows no message. Check that you own or created that contact, or ask your admin or a manager.
  • A linked record you’re not allowed to see shows as a grey “…” card in the record panel and doesn’t open. After you click the pencil, it reads “Unknown”. The full record page leaves it out. If it’s the only link in a field, the field shows “Loading…”.