Summary
A Relationship represents a client, a group, or any other collection of entities and contacts, if you wish.
In order to introduce an Entity into the system, you need to have a parent structure that will hold the overall groups, this is the Relationship role.
An example could be:
- An investment manager is your Relationship
- Their funds are your Entities
- Contacts could be a combination of individual and institutional connections
How to use it
- In the Relationship Section, click on Add New Relationship button
- Fill out the required fields using the Relationship details
- Click on Save
Where to use it
You’re onboarding a new client
Tips
- Assign a relationship owner to track who is the primary person for the relationship
- Use tags to help with filtering
- Don’t forget about cloning if you need to duplicate an existing relationship