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
Hi everyone, thanks for sharing the different types of relationships you'd like to be able to track in Practice Manager.
While we're making a lot of improvements to Clients with the new unified experience, we want to be upfront that developing more custom relationships like you're after here isn't on our roadmap.
We'll continue to monitor and track the interest of this idea for future planning, and if there's any change to the status of this one, we'll let you know here.
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Kylie Cosgrave
commented
Even just a general relationship type such as 'associate' or as mentioned previous 'related entity'
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Melanie McPhillips
commented
Is it possible to get an update on this? We have an abundance of unnecessary DNAF (do not act for) clients in our system, that we don't really want, just because we have to list them somewhere / link to structure charts. Being able to manually add these into relationships, would save so much time and hassle, both in acct and admin time, and also in reporting!
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Petra Main
commented
It would also be great if we can add custom relationships. For example, we have clients who are perhaps the executor or power of attorney for another client, but we can’t add that relationship.
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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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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