Linking is not merging. Merge is for two
contact records that are actually the same person; it combines their channels, messages
and history into one profile and deletes the duplicate. Linking is for two contact records
that are correctly separate people who happen to be related. Both stay independent: their
own conversations, tags, invoices and appointments.
Where to find it
Open a contact and select their Linked tab. Every contact has one, lead or client. The contact page is a set of tabs: Overview, Activity, Notes, Files & letters and Linked, plus a Finance tab that appears once someone is a client with commercial records behind them.Add a link
1
Search for the other contact
Under Link a contact, type a name, phone number or email into the search box, the
same contact search used when booking an appointment. Matching contacts appear as you
type.
2
Pick them from the results
Select the contact you meant. The search box fills with their name.
3
Choose the relationship type
Pick how the other contact relates to the one you’re on: Parent, Child,
Spouse, Guardian, Sibling or Other.
4
Select Link
The card lists the new entry immediately, showing the other contact’s name and the
relationship.
A contact can’t be linked to itself, and DMLY blocks linking the same two contacts twice
(These contacts are already linked), even if you pick a different relationship type the
second time. To correct a wrong type, unlink the pair and add it again with the right one.
How the relationship reads from each side
DMLY stores one link per pair but labels it differently depending on whose profile you’re looking at:
Only Parent and Child flip into each other. Every other type reads the same on both
profiles: linking someone as a Guardian shows Guardian on their profile too, not a
reciprocal label.
For example, adding Mia to Jordan’s profile as Parent shows Mia · Parent on
Jordan’s Family card. Open Mia’s own profile and Jordan appears there automatically as
Jordan · Child; you never add the reverse link yourself.
Remove a link
Select the trash icon next to a linked contact and confirm Unlink contact. This deletes just that one pairing: it doesn’t touch either contact’s messages, tags, appointments or anything else, and it doesn’t need to be removed from both sides; unlinking from either profile removes it from both.What happens on delete
Deleting a contact removes every link it was part of, on both sides, as part of the delete. The other family member’s profile simply stops listing them; nothing is left dangling, and nothing else about the surviving contact changes.What happens on merge
Merging two contacts carries their family links over to the surviving profile, reconciled so nothing breaks:- A link the loser had to a third person moves to the winner, and now shows on that third person’s profile as linked to the winner instead.
- If the winner was already linked to that same third person, the loser’s copy is dropped rather than creating a second link to the same person.
- If the two contacts being merged were linked to each other, that link simply disappears; they’re now one profile, and a contact can’t be linked to itself.
The person I want to link isn't in the search results
The person I want to link isn't in the search results
The search box only finds contacts who already exist in your workspace; it doesn’t create
a new one from here. Add them first from Contacts → Add contact (or wait for them to
message you, which creates one automatically), then come back and link.
Next
The client profile
Everything else on a contact’s page, and how merging duplicates works.
Contacts overview
How contacts, leads and clients fit together.