Practice Manager - Add Relationship type
It would be fantastic if we could add another Relationship type in XPM, namely 'Unitholder' so we could link the unitholders and their holdings with the Unit Trust.
Melissa Large
shared this idea
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
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Narelle Sampson
commented
It would be great if we could add another client relationship - named, "Ultimate Holding Company" and "Related Entity"
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Melanie McPhillips
commented
I would also like to add a function to this!
It would be good to manually write external parties (non-client), and there associated dates, number of shares, notes, etc, so that we don't have to add them to XPM as a client and list as Do Not Act For (as it makes the group and client list messy). The aim would be that the non-clients can still link through to structure charts, etc.
Would also be good to have the non-clients (manual entries) shown in a different colour (or just black as wont be linked), so that it is easy to tell which are clients v non-clients.
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Jacqui Trumper
commented
+1 for being able to add custom relationships at a practice level, as that would cover all bases for everyone
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Michelle Geldenhuys
commented
Yes it would be awesome to add our own relationship type e.g. sibling, life partner, etc
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Melanie McPhillips
commented
Agree with this! Would like to show clients are siblings, etc, so people don't get confused about the relationships.
Would also like to have an option called Bare Trust.
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Wendy Litherland
commented
It would be great if we could add other relationships than the following:
Director, Shareholder, Trustee, Beneficiary, Partner, Settlor, Secretary, Public Officer, Spouse, Parent Of, Child Of, Appointer, Member, Auditor, Owner.
I.e., sibling, cousin, executor, bookkeeper, employee etc - ideally we'd love to be able to use it to create a mind map of entire groups and how they are interconnected