Practice Manager - Relationship Type
Can we please have a general Relationship Type option for relationships such as "family" or "associate"/ partners. This would be for general family relations like siblings, cousins, in-laws etc.
Jennifer Morris
shared this idea
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Melissa Large
commented
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.
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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