Understanding and Setting Up Association Limits

What Are Association Limits?

Association limits are rules that control how many records can be linked between different objects in your CRM. They help maintain organized data structures by preventing excessive linking between records. When a limit is reached, the user interface provides clear feedback to avoid confusion.

Supported Relationship Types

For multi-label associations, you can configure:

• One-to-One (1:1)
• One-to-N (where N ≤ 1000)
• One-to-Many
• Many-to-Many

For single-label contact-to-contact associations, you can configure:

• One-to-One (1:1)
• Many-to-Many
• Custom N-to-N

Note: Limits are enforced per label and are visually reflected in the user interface.

How to Set Up Association Limits

Follow these steps to configure association limits:

1. Go to your sub-account
2. Navigate to Settings > Objects
3. Select any Custom Object or Contacts
4. Go to the Associations tab
5. Click Create Association or edit an existing one
6. Choose either a single label or a pair of labels
7. Under Configure Relationship, select the relationship type (e.g., 1:1, 1:N) and define limits if applicable
8. Use the Preview section to confirm constraints before saving

The configured associations will also be displayed in the associations tab.

Example: Real Estate Management

A real estate agency wants to ensure that each Agent manages no more than 50 Properties:

• Create a one-to-N relationship from Agent to Property
• Set the limit as N = 50
• When an agent reaches this limit, users will see a UI warning and cannot assign more properties, ensuring balanced workloads

Enforcement and Error Handling

If you try to associate beyond the allowed count, an error message will appear immediately. This helps maintain clear and efficient management of your data structures.