Maintain relationship codes

IT Manager Practice Admin

  1. Select Admin > Categories from the menu.

  2. Select Special Categories from the list, then select Relationship Codes.

  3. Click Add (or View/Edit to edit an existing category).

  4. Make any changes, then click Save. See the following table for more detail.

FIELD DESCRIPTION
Description The name of the relationship type which will be displayed in applicable drop-down lists.
Type

There are two options available from this list:

Works For/Is Related To - someone who holds a position at the Organization or is related to the person.

Provider of Services - is someone who provides a service to the person/ Organization. Examples are:

  • Company Secretary would be classed as Works For
  • Spouse would be classed as Is Related To
  • Banker would be classed as a Provider
People to Orgs and Groups Specifies that this relationship is applicable as a person to an Organization or group. Examples are Company Secretary and Director.
Orgs and Groups Specifies that the relationship is applicable to all Organizations and groups. Examples are accountants and banks.
People and Families This is a relationship that is applicable to all people and families. Examples are accountants, banks, husband and wife.
All to Staff Available as a relationship to staff.
All to Engagements Available as a relationship that can be set against engagements.