--- title: "Manage contact associations with customers and locations in Contact Management" slug: "manage-contact-associations-with-customers-and-locations" updated: 2026-03-27T18:36:14Z published: 2026-03-27T18:36:14Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage contact associations with customers and locations in Contact Management ## Overview Use Contact Hub to view and manage all your active and inactive contact records in one place. You can also create new contacts without needing to create a new customer record. This streamlines your contact management workflows. --- ### ****Who uses this feature**** - Office employees - Applies to all business types - Applies to all trades ****Feature configuration**** - This feature is currently in Early Access and is subject to change. - Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback [here.](https://forms.gle/rGECti9p96i5wSmu7) ## Associate an existing contact with a customer or location record #### **Add an association from the customer or location record** 1. Open the customer or location record, then click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-4hjmtxiz.png)****or**View more** [from the Contacts section](/v1/docs/manage-contacts-from-customer-and-location-records). 2. On the *All Contacts* screen that opens, click **+ Associate Contact**. ![Add an association from the customer or location record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-fr45e0n0.png) 3. On the *Associate Contact* screen that opens, click the **Existing Contacts** tab, search for and select the contact you want to associate with this customer or location record, then click **Associate Contacts**. > [!NOTE] > **Note:** If you're adding a contact from the customer record, you can check the Add Contact to Customer's Service Location box to also link the contact to the location. ![Associate Contacts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-taukrzbm.jpg) The contact is now associated with this customer or location record. #### **Add an association from Contact Hub** 1. [Open Contact Hub](/v1/docs/manage-contacts-from-contact-hub), then click the **Active** tab. 2. [Search or filter](/v1/docs/manage-contacts-from-contact-hub#search-and-filter) for the contact you want to add association. 3. Click the **Name** of the contact to open it. 4. Go to the *Associations* section, and click **Add +**. 5. From the *Association Type* dropdown that opens, select the type of the record: *Customer* or *Location*. ![Add an association from Contact Hub](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-uin97tv3.jpg) 6. In the search field, enter the name of the customer or location and click to select it. 7. When you’re finished, click**Add**. ## Remove a contact association Remove contact associations from customer or location records when you want the connection to be severed without deactivating or deleting the actual contact record. #### Remove a contact association from the customer or location record 1. Open the customer or location record, then click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-dkthja4y.png)** or**View more** [from the Contacts section](/v1/docs/manage-contacts-from-customer-and-location-records). 2. On the *All Contacts* screen that opens, search for and select the contacts you want to remove from this customer or location record, then click **Remove Association**. ![Remove a contact association from the customer or location record](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-gcjo1hxy.png) The contacts are now no longer associated with this customer or location record. #### Remove a contact association from Contact Hub 1. [Open Contact Hub](/v1/docs/manage-contacts-from-contact-hub), then click the **Active** tab. 2. [Search or filter](/v1/docs/manage-contacts-from-contact-hub#search-and-filter)for the contact you want to remove associations from. 3. Click the **Name** of the contact to open it. 4. Go to the *Associations* section, hover over the customer or location you want to remove, and then click **Remove Association ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-1smjyeku.png)**. ![ Remove a contact association from Contact Hub](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contact-associations-with-customers-and-locations-image-g6h075j5.jpg) 5. Review the confirmation message, then click **Remove**. The contact is no longer associated with the customer or location record. ## ## Want to Learn More - See [Customer and location records](/v1/docs/customerlocation-profiles) - See [Create a contact record in Contact Management](/v1/docs/create-a-contact-record)