Adding a Relationship on a Key Entity Record

Overview

An entity relationship in Practifi is a link between a Key Entity (Household, Organization, or Individual) and another Key Entity or Contact. A Key Entity can have multiple relationship roles with other Key Entities or Contacts within your Practifi organization. For example, an Individual can be a Referrer for one entity and an Attorney for another, allowing you to reflect the full range of roles a single person plays across your firm.

This is different than a member relationship, where a person is part of a Household or Organization and can have the member type of Primary Contact, Spouse, Dependent, or Employee. These types of relationships are covered in our Adding a New Member article. However, the process to create relationships between entities follows similar steps to adding a new member relationship to an entity.

You can relate Key Entities with other Key Entity records or with Contact records. Relationships can be created in one of two directions: from the Key Entity to another record, or from another record to the Key Entity. For example, an Organization might refer a prospect to your firm, or another Key Entity might have referred them. This article outlines both methods of adding Key Entity relationships.

• Adding a Relationship With a Key Entity
• Adding a Key Entity's Relationship With Someone

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Adding a Relationship With a Key Entity

To define a relationship by selecting the role another record has in relation to a Key Entity:

1. On the record where you want to add the relationship, click the People & Relationships navigation icon (Relationships for Individual records) in the record side panel.

   

2. In the Relationships/People & Relationships section, click the New Relationship button in the upper right-hand corner of the screen.

   

3. In the New Relationship pop-up window, ensure the What type of relationship is this? field is set to A relationship with [Key Entity name]. 

   

4. In the What type of record are you relating to? field, select Contact, Individual, Household, or Organization.

   

5. Click Next to proceed.

   

6. On the next screen, click into the Relates From field, search for and select the record you want to relate to.

   

7. From the Role picklist, select the role that applies to the relationship you're creating.

   

8. To finish, click Next to establish the Relationship. A success message is displayed.

   

9. To view the new relationship, click the Relationships subtab. The Key Entity's name appears in the To column.

   

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Adding a Key Entity's Relationship With Someone

To define a relationship by selecting the role a Key Entity has in relation to another Key Entity or Contact:

1. On the record where you want to add the relationship, click the People & Relationships navigation icon (Relationships for Individual records) in the record side panel.

   

2. In the Relationships/People & Relationships section, click the New Relationship button in the upper right-hand corner of the screen.

   

3. In the New Relationship pop-up window, in the What type of relationship is this? field, select [Key Entity name]'s relationship with someone.

   

4. In the What type of record are you relating to? field, select Contact, Individual, Household, or Organization.

   

5. Click Next to proceed.

   

6. From the Role picklist, select the role of the Key Entity's relationship with the record.

   

7. Click into the Related To field, search for and select the record you want to relate to.

   

8. To finish, click Next to establish the Relationship. A success message is displayed.

   

9. To view the new relationship, click the Relationships subtab. The Key Entity's name appears in the From column.