Adding a Relationship on a Contact Record

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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

When creating relationships in Practifi, you have the option to create a relationship from within a Contact record. The process is similar to adding a relationship from an Entity record but it is accessed from a different area. You can relate Contacts with other Contact records or with Key Entity records. Relationships can be created in in one of two directions, meaning they stem from the Contact to another record or they come from another record to the Contact. For example, a Contact might refer a prospect to your firm, or they might have been referred by another Contact or Key Entity. This article outlines both methods of adding Contact relationships.

Adding a Relationship with a Contact

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

  1. On the record where you want to add the relationship, click the caret on the right-hand side of the screen and select the New Relationship option.

    Screenshot 2024-04-22 at 1.06.06 PM.png

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

    Screenshot 2024-04-22 at 1.54.23 PM.png

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

    Screenshot 2024-04-22 at 1.18.38 PM.png

  4. Click Next to proceed.

    Screenshot 2024-04-22 at 1.19.13 PM.png

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

    Screenshot 2024-04-22 at 1.58.52 PM.png

  6. Click the Role picklist and select the role of the record as it relates to the Contact.

    Screenshot 2024-04-22 at 1.59.43 PM.png

  7. Click Finish to establish the Relationship. A success message is displayed.

    Screenshot 2024-04-22 at 2.00.48 PM.png

  8. To view the new relationship, click the Relationships tab. The Contact's name appears in the To column.

    Screenshot 2024-04-22 at 2.02.25 PM.png

Adding a Contact's Relationship with Someone

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

  1. On the record where you want to add the relationship, click the caret on the right-hand side of the screen and select the New Relationship option.

    Screenshot 2024-04-22 at 1.06.06 PM.png

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

    Screenshot 2024-04-22 at 2.07.32 PM.png

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

    Screenshot 2024-04-22 at 2.10.38 PM.png

  4. Click Next to proceed.

    Screenshot 2024-04-22 at 2.12.10 PM.png

  5. Click the Role picklist and select the role of the Contact's relationship with the record.

    Screenshot 2024-04-22 at 2.25.43 PM.png

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

    Screenshot 2024-04-22 at 2.21.46 PM.png

  7. Click Finish to establish the Relationship. A success message is displayed.

    Screenshot 2024-04-22 at 2.26.36 PM.png

  8. To view the new relationship, click the Relationships tab. The Contact's name appears in the From column.

    Screenshot 2024-04-22 at 2.28.19 PM.png

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