The Relationships section in the Albi mobile app is used to manage people and companies connected to your work. It stores and organizes Organizations and Contacts, allowing you to track relationships, communication, and project involvement in one place.
Relationships are accessed from the side menu (hamburger menu).
What Are Relationships?
Relationships represent the external and internal parties involved in your projects, such as: Customers, Vendors, Referrers, Partners,Individual contacts
Relationships are divided into:
- Organizations
- Contacts
What Is an Organization?
An Organization represents a company or business entity. This could include:
- A customer company
- A vendor or subcontractor
- A referral source
- A partner organization
Organizations allow you to group people, projects, and activities under one company.
Accessing Organizations
- Open the side menu
- Tap Relationships
- Select Organizations
- Tap an organization card to open it
Organization Profile Sections
Organization Info
- Displays general company information
- Can be edited using the Organization Info button
- Includes details such as name, contact info, status, and other relevant fields
Activities
- Shows all activities related to the organization
- Includes calls, notes, events, and system actions
- Helps track communication history with the company
You can:
- View activities
- Search activities
- Create new activities
Contacts
- Lists all contacts linked to the organization
- Shows people associated with that company
- Makes it easy to find the correct point of contact
Projects
- Displays all projects associated with the organization
- Helps you understand which jobs involve this company
Creating an Activity for an Organization
. 
- Tap the notepad icon
- Fill in the required fields
- Save the activity
This creates a permanent record of communication or interaction.