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Instance · CRM

Related Data

Last updated 2 November 2026

The Related Data feature allows you to view and manage the data items (form submissions) a contact creates. This capability enables administrators to build a comprehensive contact profile, enhancing customer service and experience.

Access to related data also helps administrators gather and analyze information about contacts' preferences and shopping behaviors, facilitating more personalized marketing and communication strategies.

For example, administrators of an ecommerce store can use a contact's form submissions to determine their item interests. They can then send personalized emails and promotions to increase the likelihood of a conversion. This article includes the following sections:

  • Viewing related data
  • Updating related data

Viewing related data

To view a contact's related data:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Find the contact whose related data you want to view and select its View row action link.
  4. Open the 'Related data' section on the contact page. It is a collapsible section in the 'Reference' list below the tabs. Select it to expand it.
  5. Find the related data you want to view and select its View row action link.

Updating related data

To update a contact's related data:

  1. Navigate to the CRM from the main menu.
  2. Select Contacts.
  3. Find the contact whose related data you want to update and select its View row action link.
  4. Open the 'Related data' section on the contact page. It is a collapsible section in the 'Reference' list below the tabs. Select it to expand it.
  5. Find the related data you want to edit and select its Edit row action link.