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HelpdeskAgentdevTesoro CRM

Relations: Managing companies and organizations

Contacts are individual people. Relations are companies. The law firm where your notary works is a relation; the notary themselves is a contact linked to that relation. The same applies to banks, construction companies, and project developers.

The relations overview: columns, inline tag addition, and the Add relation button at the top right.
Relations list with 9 companies. Columns NAME, TYPE, STATUS, EMAIL, TAG, CREATED AT. Per-row inline ADD TAG button. Top right: Add relation split-button.
Detail page of a relation: six tabs, left the main information, right the content.
Relation detail page of Rukawe Homes. Left: avatar RH, name, Type Real Estate Agency, Status Active, Relation details with Email and Phone. Right: six tabs Activities, Relation Info, Contacts, Notes, Attachments, Projects. Activities is the default tab.

When to use this

Section titled “When to use this”
  • You regularly work with law firm “Calida Legal” and want to see all related people + projects together
  • You link a project developer to a new development project
  • You want a complete overview of your business partners

Creating a new relation

Section titled “Creating a new relation”

  1. Open Relations in the sidebar and click the create button.

  2. Fill in the required fields:

    Field Requirement
    Name 3, 100 characters
    Type Choose from dropdown
    Email Valid address, 3, 100 characters
    Phone International format
    Status Configurable in your account

  3. Fill in optional fields:

    • Website URL: auto-validated
    • Preferred Communication: preferred channel
    • Credit Terms: payment terms
    • Note: free text, 3, 10,000 characters
    • Contacts: link people to this company
    • Properties: link properties

  4. Address + social media (optional), Facebook, Twitter.

  5. Save.

Relation types

Section titled “Relation types”
Type Example
Lawyer Firm Calida Legal
Notary Office Notario Marbella
Bank Banco Sabadell
Construction Company Costa Construcciones
Real Estate Agency External real estate agency
Company Project Developer Project developer (for new construction)
Architectural Firm Architecture firm
Interior Design Studio Interior designer
Landscaping Company Landscaper
Project Management Firm Project management
Property Management Company Property manager
Other Other

The detail page

Section titled “The detail page”

Timeline of changes, communication, and notes about this relation.
Section titled “Sidebar”
  • Name, type, status
  • Email + phone
  • Preferred communication
  • Hashtags (to categorize relations)
  • Avatar, upload via menu (max 1 MB, images only)

Linking contacts to a relation

Section titled “Linking contacts to a relation”

When adding a contact link, the contact record is automatically updated, works both ways.

Relations and new development projects

Section titled “Relations and new development projects”

Relations of type Company Project Developer (or other developer types) can be linked to a new development project as the developer. The Projects tab on the relation page shows all linked projects.

New development projectsHow to create projects and link units to them.

Importing

Section titled “Importing”
  1. Relations → Import (Admin only).
  2. Upload CSV with:
    • name
    • type
    • email
    • status
    • phone_number
  3. Mapping + Start Import.

Deleting

Section titled “Deleting”
  1. Open the relation.
  2. Click the three dots in the top right.
  3. Delete + confirm.

Permissions

Section titled “Permissions”

Configurable per user role via RBAC:

Permission What you can do
View Open list + detail page
Create Add new relation
Edit Modify fields (also bulk)
Delete Soft-delete (also bulk)
Users & permissionsWhich roles get which permissions.

Frequently asked questions

Section titled “Frequently asked questions”

What is the difference between a contact and a relation?

Section titled “What is the difference between a contact and a relation?”

A contact is an individual person (notary José García). A relation is a company (Notaría García & Asociados). You link the person to the company.

Can a relation be linked to multiple projects?

Section titled “Can a relation be linked to multiple projects?”

Yes, a relation can be the developer of as many projects as needed.

Can I change the type of an existing relation?

Section titled “Can I change the type of an existing relation?”

Yes, unless the current type link is active for a property or project and the new type is incompatible with it.

Section titled “Related”
Managing contacts
New development projects