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.
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”-
Open Relations in the sidebar and click the create button.
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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 -
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
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Address + social media (optional), Facebook, Twitter.
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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.
Basic info: address, social media, preferred communication, credit terms, website.
People linked to this relation. One contact cannot be linked to two different companies at the same time, the system validates this.
Free-form notes for this relation.
Uploaded documents and files.
New development projects where this relation is set as the developer.
Sidebar
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.
Importing
Section titled “Importing”- Relations → Import (Admin only).
- Upload CSV with:
nametypeemailstatusphone_number
- Mapping + Start Import.
Deleting
Section titled “Deleting”- Open the relation.
- Click the three dots in the top right.
- 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) |
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.