Relations
Relations links accounts of relevance, but also accounts of reference to the current account.
It is essential for every account that any relevant or related accounts are identified and added as well as the type of relationship (spouse, partner, employee, brother, sister, parent, beneficiary, trustee, owner/shareholder etc) as well as the reciprocal relationship (what the the relationship would be the other way around). Using a single entry both relationships can be recorded in both accounts simultaneously.
It is also important to use Relations when an account goes through divorce or separation. Remember keep the existing account unchanged, and create a new account for each individual with relation back to the combined account as “Former Relationship/Marriage” so their new activity goes under their new personal name account, but the historical info remains in the former account as it should be. How to Manage Partnership Splits
It is important that Relations are updated (especially when setting up new entities for clients) so you can easily see all the related activity of a client. Use Relations to add connections that the account has informally with other accounts and entities. Use Linked Entities where the account has a controlling influence over the an entity.
Explore the Relations window
The Relations window is visible in the Accounts Summary or Edit views. Use Super Search from anywhere within CompleteEmpire or by searching for the account within the CRM>Accounts module of CompleteEmpire.
- [Create New] - opens the entry field for a new relationship to be added to the account.
- [Refresh] - refresh window after an update.
- [Edit] - opens the relationship entry and allows the selected relationship type to be edited.
- [Delete] - deletes the selected relationship.
- Name - the name of the related account for the current account.
- Relation Type - select from the drop down list the relationship of the selected account to the current account.
- Reciprocal Relation Type - select from the drop down list the reciprocal relationship. ie Parent - Child; Friend - Associate, Partner - Partner, Owner - Director etc.
Deleting a relationship does not remove the reciprocal. It is necessary to go the the reciprocal account and delete from that account as well.
The choice of Relationship Type can be edited or new ones added via Lookups - consult your system admin if necessary.
Adding relationship
The Relations window can be found using Supersearch at any time or by searching within the CRM>Accounts module of CompleteEmpire.
- From the Account Summary view click on [Edit] to open the Edit view.
- Click on [Create New] - to open the entry field for a new relationship to be added to the account.
- Enter a few letters to search for the related account and click to select.
- Relation Type - select from the drop down list the relationship of the selected account to the current account.
- Reciprocal Relation Type - select from the drop down list the reciprocal relationship. ie Parent - Child; Friend - Associate etc.
- Click [Save] to save the new relationship.
In the above example - The current account is Daisy Smith and we added John Smith as her spouse. The reciprocal relationship is also spouse (John is Daisy's spouse. When entered the reciprocal relationship is automatically updated in the related parties account.
Editing an existing relationship
The Relations window can be found using Supersearch at any time or by searching within the CRM>Accounts module of CompleteEmpire.
- From the Account Summary view click on [Edit] to open the Edit view.
- Click on [Edit] - to open the entry field for editing.
- Relation Type - select from the drop down list the new relationship for the selected Name to the current account.
- Click [Save] to save the new relationship.
In the above example - the current account is Daisy Smith and we edited Emily Pink from her friend to her partner.
When editing a relationship the reciprocal of relationship is NOT updated. Proceed to the related party account to update the reciprocal relationship.
Deleting a relationship does not remove the reciprocal. It is necessary to go the the reciprocal account and delete from that account as well.
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