Creating Relationship Types

Follow
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 

Your Practifi instance comes with some preloaded Relationship Types. Still, occasionally your firm may need to create a custom Relationship Type to capture a specific relationship a person or entity may have to another entity record. This article outlines the steps to create new Relationship Types within your Practifi organization. 

Relationship Types

  1. Select the App Launcher located in the upper left-hand corner of Practifi. 
  2. From the drop-down menu, select the Settings app.

    Screen_Shot_2021-07-07_at_4.32.49_PM.png

  3. Within the Settings app, use the Navigation Menu to select Relationship Types.

    Screen_Shot_2021-07-07_at_4.34.15_PM.png

  4. On the Relationship Types list view, click the New button located on the right-hand side.

    Screen_Shot_2021-07-07_at_4.35.10_PM.png

  5. In the Relationship Type Name field, enter the name of the relationship as you would like it to display within the Relationship Type picklist. 
  6. Enter a value in the Code value. For example, a relationship type of Accountant may have a Code value of RTACCOUNTANT. The Code value will need to be unique from other Relationship Types created in your organization. 
  7. In the Available To field, select the entities where you want the Relationship Type to be made available. Depending on the Action Type selected, the Available To field determines whether this role is available in the New Relationship or New Member action. The entity name will be highlighted in blue when selected. Click the right arrow button to move it from the Available box to the Chosen box. If desired, you can make all the entity types available for the Relationship Type you are creating.

    Screenshot 2024-04-15 at 12.00.12 PM.png

  8. From the Action Type Available list, select what type of relationship to determine where this relationship will display on the record. The name will highlight blue when selected. Once chosen, select the top arrow button to add the selection to the Chosen list. Both Member and Relationship can be selected under one Relationship Type. 
    • Member - A relationship made with this Action Type will display the relationship under the Household Members section on the Overview record page and under the Members tab on the People & Relationships page. 
    • Relationship - A relationship made with this Action Type will only display under the Relationships tab on the People & Relationships page.

      Screen_Shot_2021-07-07_at_5.43.30_PM.png

  9. From the Display In list, select where you want this relationship type to appear in the organization. The name will highlight blue when selected. Once chosen, select the top arrow button to add the selection to the Chosen list. Both Contact Details and Key Records can be selected under one Relationship Type.
    • Contact Details - Information about records with this relationship type will be surfaced on the record side panel under Contact Details. 
    • Key Records - Records with this relationship type will be displayed within the Overview section on the Key Records tab under Household Members.
      Screenshot_2022-11-07_at_1.15.30_PM.png
  10. Press Save to finalize this Relationship Type creation and have this Relationship Type available for selection in your organization. Save & New can be selected if creating multiple Relationship Types as it will save this record and begin the creation process again.
    Screen_Shot_2021-07-07_at_5.43.49_PM.png
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.