How do I connect my information?

Your household manual becomes more powerful when everything is connected and relevant information is always at your fingertips. In Nines, you can create connections between related pieces of information throughout your account.

For example, you can:

• Create a log and connect it to both a zone and a vendor at the same time.
• Link a task to an asset to set up a maintenance schedule for a vehicle or appliance.
• Add multiple contacts to a vendor so you have details for all team members who visit the property.
• Connect a list to a resident, ensuring packing lists, preferences, and other important information are always easy to find.

You can create connections while adding new information, or search for existing items in your account and connect them later.

Creating Connections from a Detail Page

Based on your permission settings, every detail page includes an Add Connection button in the top-right corner.

After clicking Add Connection, you'll see a menu of items that can be linked to the current item. Select the item you want to connect and, if desired, add a label that describes the relationship between the two items.

Understanding Connection Labels

Connection labels should describe the relationship from the perspective of the page you are currently viewing.

Think of the current page as the starting point of the relationship.

For example, if you are viewing an Audi Asset and connecting it to an Asset:

Audi Asset → serviced by → Audi Vendor

In this example, the asset is the item you are currently viewing, so the relationship is described from the asset's perspective.

Similarly, if you are viewing a profile for Charlotte and want to indicate that Susan is Charlotte's mother, the connection should be:

Charlotte → child of → Susan

If you were instead viewing Susan's profile and connecting her to Charlotte, the connection would be:

Susan → mother of → Charlotte

The item you are currently viewing is always the leading object in the relationship description.

Using Connected Information

Once a connection has been created:

• A quick link to the connected item will appear on both records.
• Any relationship label will be displayed alongside the connection.
• You can use connections as filters in list views and overviews.

For example, you can filter Tasks to show only tasks connected to a specific Asset, Vendor, Property, Resident, or other connected item.

Creating Connections While Adding New Information

You can also create connections directly from the creation form when adding a new Asset, Task, List, Log, and many other item types.

At the bottom of the form, you'll find the Connections section. Search your account for any existing item and create a connection to make related information easier to find later.

You can add up to five connections while creating an item.

Important Notes

• Connections do not affect permissions.
• Connecting an item to a Property does not determine who can view that item.
• Property assignments determine where an item appears and who can access it based on your permission settings.
• Connections are intended to create relationships and quick links between related information, making your household manual easier to navigate and maintain.