Adding a Relationship on a Key Entity Record

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Some of the functionality described in this article is available as part of our Montepulciano release and will not be available if your Practifi instance is not upgraded to this release.

Overview

An entity relationship in Practifi is a link between a Key Entity (Household, Organization or Individual) and another Contact or Key Entity. A Key Entity can have more than one relationship role with other Key Entities or Contacts in your Practifi organization. For example, an Individual can be a Referrer for one entity and also an Attorney for another.

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 in one of two directions, meaning they stem from the Key Entity to another record or they come from another record to the Key Entity. For example, an Organization might refer a prospect to your firm, or they might have been referred by another Key Entity. This article outlines both methods of adding Key Entity relationships.

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.

    Screenshot 2024-04-15 at 2.38.17 PM.png

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

    Screenshot 2024-04-15 at 2.39.35 PM.png

  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]

    Screenshot 2024-04-15 at 2.43.42 PM.png

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

    Screenshot 2024-04-15 at 2.45.32 PM.png

  5. Click Next to proceed.

    Screenshot 2024-04-15 at 2.47.03 PM.png

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

    Screenshot 2024-04-15 at 2.48.57 PM.png

  7. Click the Role picklist and select the role that applies to the relationship you're creating.

    Screenshot 2024-04-15 at 2.51.33 PM.png

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

    Screenshot 2024-04-15 at 2.52.41 PM.png

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

    Screenshot 2024-04-15 at 2.55.46 PM.png

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.

    Screenshot 2024-04-15 at 2.38.17 PM.png

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

    Screenshot 2024-04-15 at 2.39.35 PM.png

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

    Screenshot 2024-04-24 at 1.44.54 PM.png

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

    Screenshot 2024-04-24 at 1.52.28 PM.png

  5. Click Next to proceed.

    Screenshot 2024-04-24 at 1.53.28 PM.png

  6. Click the Role picklist and select the role of the Key Entity's relationship with the record.

    Screenshot 2024-04-24 at 1.54.59 PM.png

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

    Screenshot 2024-04-24 at 1.56.00 PM.png

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

    Screenshot 2024-04-24 at 1.56.52 PM.png

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

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