Relationships: directors, trustees and family

LiveFor: All staff

Link people and entities, like the MYOB AE Associated tab.

The Relationships tab links a contact to the people and entities around it: a company’s directors, a trust’s trustees, a fund’s members, a spouse. It does the job of the Associated tab in MYOB AE.

A client's Relationships tab with Show current relationships only, Show relationships of type, Add Relationship, and columns Relationship, Name, Code, Start date, End date, Phone and Email. — The Relationships tab.

Press Add Relationship.
Choose the other contact and the relationship, such as Director, and an optional start date.
Save.

Show current relationships only hides ended ones.
Show relationships of type narrows to one kind.