Creating Relationship Types

Overview 

Practifi comes preloaded with a set of standard Relationship Types that cover common connections between clients, household members, and related entities. However, every firm has its own way of categorizing the people and organizations in a client’s life, and the ability to create custom Relationship Types means your data can reflect those distinctions accurately.

Relationship Types define how people and entities are linked within Practifi and control where those connections are surfaced across the platform, from the Overview page to the People & Relationships section. Configuring them thoughtfully gives your team a clearer, more complete picture of each client’s world at a glance.

• Relationship Types
• Key Relationship Checkbox

Relationship Types

When you create a new Relationship Type, you define both the label used to describe the relationship and the context in which it appears. The Available To and Action Type settings, for example, determine which entity records can use the relationship and whether it behaves as a household membership or a standalone connection. The Display In setting then controls which parts of the record surface the relationship for your users.

To create a new Relationship Type:

1. Click the App Launcher located in the upper left-hand corner of Practifi.

   

2. From the drop-down menu, select the Settings app.
   
   
    
3. Within the Settings app, use the Navigation Menu to select Relationship Types.
   
   
    
4. On the Relationship Types list view, click the New button located on the right-hand side.
   
   
    
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 Order field, enter a numeric value to set the order in which this Relationship Type will appear in the Relationship Type picklist.

   

8. 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.
   
   
    
9. 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.
     
     
      
10. 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.
      

11. Click Save to finalize the Relationship Type and make it available for selection in your organization. 

    Click Save & New if you are creating multiple Relationship Types in sequence, as this will save the current record and begin the creation process again.
    

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Key Relationship Checkbox

After saving a new Relationship Type, the record will display a checkbox field labeled Key Relationship. This setting determines whether relationships of this type are treated as significant within the platform and controls where they appear across the record.

• When the Key Relationship checkbox is True (checked), the relationship is marked as significant. Records created in Practifi with this Relationship Type attributed to them will appear in the Overview section under the Key Records tab and in the Members tab on the People & Relationships page.
• When the Key Relationship checkbox is False (unchecked), the relationship is not considered significant. In this case, the records will appear only in the Members tab of the People & Relationships page. 

This distinction helps ensure that the most important connections in a client's network are highlighted in the Overview section, while less prominent relationships remain accessible without cluttering the primary view.

To edit a Relationship Type's Key Relationship checkbox:

1. On the Relationship Type page within the Settings app, locate the Relationship Type record you would like to adjust and click its hyperlinked Relationship Type Name to open the record.
   
   
2. Locate the Key Relationship checkbox field on this record. 
   
   
    
3. Click the pencil icon in this field to change the view from read to edit mode. 
   
   
    
4. Check or uncheck the Key Relationship checkbox to indicate if the relationship should be marked as significant. 
   
   
5. Press Save to finalize the change.